VSMVX Mutual Fund

VSMVX Mutual Fund

NAV$464.31
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Returns Overview

1 Month
+0.54%
3 Months
+5.07%
6 Months
+12.04%
YTD
+19.95%
1 Year
+26.82%
3 Years (annualized)
+14.61%
5 Years (annualized)
+7.81%
10 Years (annualized)
+10.17%

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
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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)
+19.95%
Peer Avg (YTD)
+15.20%
vs Peers
+4.75%

VSMVX Mutual Fund Performance

VSMVX performance across multiple time periods: 1-month 0.54%, YTD 19.95%, 1-year 26.82%, 3-year 14.61%, 5-year 7.81%, 10-year 10.17%.

VSMVX returns outperform the peer average of 15.20% 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.