VSMIX Mutual Fund

VSMIX Mutual Fund

NAV$35.60
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Returns Overview

1 Month
-8.74%
3 Months
+0.32%
6 Months
+11.62%
YTD
+23.07%
1 Year
+41.92%
3 Years (annualized)
+24.74%
5 Years (annualized)
+19.12%
10 Years (annualized)
+16.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSMIX 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)
+23.07%
Peer Avg (YTD)
+15.31%
vs Peers
+7.76%

VSMIX Mutual Fund Performance

VSMIX performance across multiple time periods: 1-month -8.74%, YTD 23.07%, 1-year 41.92%, 3-year 24.74%, 5-year 19.12%, 10-year 16.60%.

VSMIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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