VSPAX Mutual Fund

VSPAX Mutual Fund

NAV$13.22
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Returns Overview

1 Month
+2.37%
3 Months
+1.25%
6 Months
+17.84%
YTD
+12.99%
1 Year
+19.75%
3 Years (annualized)
+21.29%
5 Years (annualized)
+10.40%
10 Years (annualized)
+11.58%

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
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📉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)
+12.99%
Peer Avg (YTD)
+8.76%
vs Peers
+4.23%

VSPAX Mutual Fund Performance

VSPAX performance across multiple time periods: 1-month 2.37%, YTD 12.99%, 1-year 19.75%, 3-year 21.29%, 5-year 10.40%, 10-year 11.58%.

VSPAX returns outperform the peer average of 8.76% 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.