VSPIX Mutual Fund

VSPIX Mutual Fund

NAV$28.67
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Returns Overview

1 Month
-4.96%
3 Months
-5.47%
6 Months
+7.96%
YTD
-5.50%
1 Year
+19.08%
3 Years (annualized)
+13.31%
5 Years (annualized)
+22.53%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSPIX 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 500 Index(SPX)
This Mutual Fund (YTD)
-5.50%
Peer Avg (YTD)
-2.60%
vs Peers
-2.89%

VSPIX Mutual Fund Performance

VSPIX performance across multiple time periods: 1-month -4.96%, YTD -5.50%, 1-year 19.08%, 3-year 13.31%, 5-year 22.53%, 10-year 11.54%.

VSPIX returns trail the peer average of -2.60% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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