VSQFX Mutual Fund

NAV$9.09

Returns Overview

1 Month
+2.84%
3 Months
+3.04%
6 Months
+10.59%
YTD
+2.30%
1 Year
+16.98%
3 Years (annualized)
+16.11%
5 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSQFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World SRI Index
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+1.49%
vs Peers
+0.81%

VSQFX Mutual Fund Performance

VSQFX performance across multiple time periods: 1-month 2.84%, YTD 2.30%, 1-year 16.98%, 3-year 16.11%, 5-year 10.85%.

VSQFX returns outperform the peer average of 1.49% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

VSQFX performance comparison shows side-by-side returns with another fund. VSQFX alternatives are available in the Mutual Fund Screener.