VSMAX Mutual Fund

VSMAX Mutual Fund

NAV$140.41
See how much of VSMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.06%
3 Months
-1.30%
6 Months
+2.69%
YTD
+12.07%
1 Year
+15.40%
3 Years (annualized)
+19.39%
5 Years (annualized)
+6.37%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSMAX 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
Morningstar US Small Cap Index(MSTARUSMCI)
This Mutual Fund (YTD)
+12.07%
Peer Avg (YTD)
+12.21%
vs Peers
-0.14%

VSMAX Mutual Fund Performance

VSMAX performance across multiple time periods: 1-month 2.06%, YTD 12.07%, 1-year 15.40%, 3-year 19.39%, 5-year 6.37%, 10-year 11.10%.

VSMAX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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