VSIEX Mutual Fund

NAV$24.66

Returns Overview

1 Month
+1.52%
3 Months
+8.42%
6 Months
+9.70%
YTD
+8.57%
1 Year
+18.85%
3 Years (annualized)
+14.83%
5 Years (annualized)
+7.51%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSIEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.57%
Peer Avg (YTD)
+9.13%
vs Peers
-0.57%

VSIEX Mutual Fund Performance

VSIEX performance across multiple time periods: 1-month 1.52%, YTD 8.57%, 1-year 18.85%, 3-year 14.83%, 5-year 7.51%, 10-year 9.55%.

VSIEX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

VSIEX performance comparison shows side-by-side returns with another fund. VSIEX alternatives are available in the Mutual Fund Screener.