VSIPX Mutual Fund

VSIPX Mutual Fund

NAV$13.83
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Returns Overview

1 Month
-0.92%
3 Months
+3.81%
6 Months
+7.53%
YTD
+9.97%
1 Year
+20.32%
3 Years (annualized)
+16.56%
5 Years (annualized)
+9.10%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSIPX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+6.99%
vs Peers
+2.98%

VSIPX Mutual Fund Performance

VSIPX performance across multiple time periods: 1-month -0.92%, YTD 9.97%, 1-year 20.32%, 3-year 16.56%, 5-year 9.10%, 10-year 10.97%.

VSIPX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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