VSMVX Mutual Fund

VSMVX Mutual Fund

NAV$495.66
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Returns Overview

1 Month
-0.55%
3 Months
+5.57%
6 Months
+12.99%
YTD
+19.30%
1 Year
+37.19%
3 Years (annualized)
+12.49%
5 Years (annualized)
+8.09%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSMVX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+19.30%
Peer Avg (YTD)
+15.31%
vs Peers
+3.99%

VSMVX Mutual Fund Performance

VSMVX performance across multiple time periods: 1-month -0.55%, YTD 19.30%, 1-year 37.19%, 3-year 12.49%, 5-year 8.09%, 10-year 10.22%.

VSMVX 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.

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