VSMAX Mutual Fund

VSMAX Mutual Fund

NAV$141.73
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Returns Overview

1 Month
-2.59%
3 Months
+3.74%
6 Months
+9.77%
YTD
+15.17%
1 Year
+23.47%
3 Years (annualized)
+13.85%
5 Years (annualized)
+7.43%
10 Years (annualized)
+10.90%

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
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📉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 Cap Index(MSTARUSMCI)
This Mutual Fund (YTD)
+15.17%
Peer Avg (YTD)
+15.31%
vs Peers
-0.14%

VSMAX Mutual Fund Performance

VSMAX performance across multiple time periods: 1-month -2.59%, YTD 15.17%, 1-year 23.47%, 3-year 13.85%, 5-year 7.43%, 10-year 10.90%.

VSMAX returns trail 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.

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