VSQRX Mutual Fund

VSQRX Mutual Fund

NAV$8.79
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Returns Overview

1 Month
+2.76%
3 Months
+2.90%
6 Months
+10.29%
YTD
+2.21%
1 Year
+16.37%
3 Years (annualized)
+15.52%
5 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSQRX 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
MSCI World SRI Index
This Mutual Fund (YTD)
+2.21%
Peer Avg (YTD)
+1.49%
vs Peers
+0.72%

VSQRX Mutual Fund Performance

VSQRX performance across multiple time periods: 1-month 2.76%, YTD 2.21%, 1-year 16.37%, 3-year 15.52%, 5-year 10.30%.

VSQRX returns outperform the peer average of 1.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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