VSIRX Mutual Fund

VSIRX Mutual Fund

NAV$9.25
See how much of VSIRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.25%
3 Months
+0.22%
6 Months
+0.62%
YTD
+0.83%
1 Year
+3.99%
3 Years (annualized)
+6.10%
5 Years (annualized)
+2.78%
10 Years (annualized)
+3.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSIRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+0.12%
vs Peers
+0.71%

VSIRX Mutual Fund Performance

VSIRX performance across multiple time periods: 1-month -0.25%, YTD 0.83%, 1-year 3.99%, 3-year 6.10%, 5-year 2.78%, 10-year 3.53%.

VSIRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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