VSIZX Mutual Fund

NAV$12.35

Returns Overview

1 Month
-0.08%
3 Months
+13.81%
6 Months
+11.70%
YTD
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSIZX 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
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+7.64%
vs Peers
+3.34%

VSIZX Mutual Fund Performance

VSIZX performance across multiple time periods: 1-month -0.08%, YTD 10.98%.

VSIZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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