VSMCX Mutual Fund

VSMCX Mutual Fund

NAV$12.02
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Returns Overview

1 Month
-8.82%
3 Months
+0.09%
6 Months
+11.13%
YTD
+22.43%
1 Year
+40.58%
3 Years (annualized)
+23.53%
5 Years (annualized)
+18.92%
10 Years (annualized)
+15.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSMCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.43%
Peer Avg (YTD)
+15.31%
vs Peers
+7.12%

VSMCX Mutual Fund Performance

VSMCX performance across multiple time periods: 1-month -8.82%, YTD 22.43%, 1-year 40.58%, 3-year 23.53%, 5-year 18.92%, 10-year 15.99%.

VSMCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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