VSOIX Mutual Fund

VSOIX Mutual Fund

NAV$54.15
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Returns Overview

1 Month
-1.22%
3 Months
+5.23%
6 Months
+12.29%
YTD
+19.45%
1 Year
+27.03%
3 Years (annualized)
+9.57%
5 Years (annualized)
+8.23%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSOIX 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)
+19.45%
Peer Avg (YTD)
+15.31%
vs Peers
+4.14%

VSOIX Mutual Fund Performance

VSOIX performance across multiple time periods: 1-month -1.22%, YTD 19.45%, 1-year 27.03%, 3-year 9.57%, 5-year 8.23%, 10-year 10.95%.

VSOIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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