VSRAX Mutual Fund

NAV$31.64

Returns Overview

1 Month
+6.78%
3 Months
+22.59%
6 Months
+34.53%
YTD
+31.85%
1 Year
+57.76%
3 Years (annualized)
+28.95%
5 Years (annualized)
+19.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSRAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+31.85%
Peer Avg (YTD)
+18.52%
vs Peers
+13.32%

VSRAX Mutual Fund Performance

VSRAX performance across multiple time periods: 1-month 6.78%, YTD 31.85%, 1-year 57.76%, 3-year 28.95%, 5-year 19.76%.

VSRAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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