VSMSX Mutual Fund

VSMSX Mutual Fund

NAV$551.73
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Returns Overview

1 Month
-1.90%
3 Months
+6.34%
6 Months
+15.10%
YTD
+21.55%
1 Year
+33.66%
3 Years (annualized)
+13.22%
5 Years (annualized)
+7.42%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSMSX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+21.55%
Peer Avg (YTD)
+15.31%
vs Peers
+6.24%

VSMSX Mutual Fund Performance

VSMSX performance across multiple time periods: 1-month -1.90%, YTD 21.55%, 1-year 33.66%, 3-year 13.22%, 5-year 7.42%, 10-year 10.77%.

VSMSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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