VSORX Mutual Fund

VSORX Mutual Fund

NAV$51.18
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Returns Overview

1 Month
-0.79%
3 Months
+4.27%
6 Months
+8.37%
YTD
+18.53%
1 Year
+18.92%
3 Years (annualized)
+10.20%
5 Years (annualized)
+6.75%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSORX 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)
+18.53%
Peer Avg (YTD)
+15.20%
vs Peers
+3.33%

VSORX Mutual Fund Performance

VSORX performance across multiple time periods: 1-month -0.79%, YTD 18.53%, 1-year 18.92%, 3-year 10.20%, 5-year 6.75%, 10-year 9.98%.

VSORX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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