VSIAX Mutual Fund

VSIAX Mutual Fund

NAV$106.51
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Returns Overview

1 Month
+5.39%
3 Months
-0.09%
6 Months
+5.62%
YTD
+15.18%
1 Year
+20.17%
3 Years (annualized)
+19.50%
5 Years (annualized)
+8.86%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSIAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Small Value Category
This Mutual Fund (YTD)
+15.18%
Peer Avg (YTD)
+12.21%
vs Peers
+2.97%

VSIAX Mutual Fund Performance

VSIAX performance across multiple time periods: 1-month 5.39%, YTD 15.18%, 1-year 20.17%, 3-year 19.50%, 5-year 8.86%, 10-year 10.78%.

VSIAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

VSIAX vs another fund shows side-by-side returns. VSIAX alternatives are available in the Mutual Fund Screener.