VSIIX Mutual Fund

VSIIX Mutual Fund

NAV$59.61
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Returns Overview

1 Month
+0.72%
3 Months
+5.25%
6 Months
+10.27%
YTD
+16.66%
1 Year
+25.18%
3 Years (annualized)
+14.14%
5 Years (annualized)
+9.64%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSIIX 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)
+16.66%
Peer Avg (YTD)
+15.31%
vs Peers
+1.35%

VSIIX Mutual Fund Performance

VSIIX performance across multiple time periods: 1-month 0.72%, YTD 16.66%, 1-year 25.18%, 3-year 14.14%, 5-year 9.64%, 10-year 10.53%.

VSIIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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