VSMCX Mutual Fund

VSMCX Mutual Fund

NAV$11.40
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Returns Overview

1 Month
+3.21%
3 Months
-0.77%
6 Months
-0.69%
YTD
+18.99%
1 Year
+55.77%
3 Years (annualized)
+45.78%
5 Years (annualized)
+37.03%
10 Years (annualized)
+31.65%

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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.99%
Peer Avg (YTD)
+12.21%
vs Peers
+6.78%

VSMCX Mutual Fund Performance

VSMCX performance across multiple time periods: 1-month 3.21%, YTD 18.99%, 1-year 55.77%, 3-year 45.78%, 5-year 37.03%, 10-year 31.65%.

VSMCX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.82%, 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.