VSPAX Mutual Fund

VSPAX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
-1.03%
3 Months
+3.65%
6 Months
+7.26%
YTD
+9.62%
1 Year
+19.70%
3 Years (annualized)
+16.03%
5 Years (annualized)
+8.57%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSPAX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+9.62%
Peer Avg (YTD)
+6.99%
vs Peers
+2.63%

VSPAX Mutual Fund Performance

VSPAX performance across multiple time periods: 1-month -1.03%, YTD 9.62%, 1-year 19.70%, 3-year 16.03%, 5-year 8.57%, 10-year 10.43%.

VSPAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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