VSRDX Mutual Fund

VSRDX Mutual Fund

NAV$19.28
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Returns Overview

1 Month
-1.04%
3 Months
+8.39%
6 Months
+12.97%
YTD
+14.44%
1 Year
+19.17%
3 Years (annualized)
+18.17%
5 Years (annualized)
+11.06%
10 Years (annualized)
+13.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSRDX 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)
+14.44%
Peer Avg (YTD)
+9.41%
vs Peers
+5.03%

VSRDX Mutual Fund Performance

VSRDX performance across multiple time periods: 1-month -1.04%, YTD 14.44%, 1-year 19.17%, 3-year 18.17%, 5-year 11.06%, 10-year 13.70%.

VSRDX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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