VSOYX Mutual Fund

VSOYX Mutual Fund

NAV$51.81
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Returns Overview

1 Month
-1.21%
3 Months
+5.21%
6 Months
+12.25%
YTD
+18.23%
1 Year
+32.64%
3 Years (annualized)
+11.10%
5 Years (annualized)
+8.18%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSOYX 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)
+18.23%
Peer Avg (YTD)
+15.31%
vs Peers
+2.92%

VSOYX Mutual Fund Performance

VSOYX performance across multiple time periods: 1-month -1.21%, YTD 18.23%, 1-year 32.64%, 3-year 11.10%, 5-year 8.18%, 10-year 10.84%.

VSOYX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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