VSQYX Mutual Fund

VSQYX Mutual Fund

NAV$9.10

Returns Overview

1 Month
+2.77%
3 Months
+3.03%
6 Months
+10.51%
YTD
+2.23%
1 Year
+16.97%
3 Years (annualized)
+16.10%
5 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSQYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World SRI Index
This Mutual Fund (YTD)
+2.23%
Peer Avg (YTD)
+1.49%
vs Peers
+0.74%

VSQYX Mutual Fund Performance

VSQYX performance across multiple time periods: 1-month 2.77%, YTD 2.23%, 1-year 16.97%, 3-year 16.10%, 5-year 10.85%.

VSQYX 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.

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