VSRDX Mutual Fund

VSRDX Mutual Fund

NAV$19.97
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Returns Overview

1 Month
+3.87%
3 Months
+5.14%
6 Months
-1.83%
YTD
+19.23%
1 Year
+22.32%
3 Years (annualized)
+3.07%
5 Years (annualized)
-2.81%
10 Years (annualized)
+2.28%

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
PROUpgrade to run
🏦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)
+19.23%
Peer Avg (YTD)
+11.21%
vs Peers
+8.02%

VSRDX Mutual Fund Performance

VSRDX performance across multiple time periods: 1-month 3.87%, YTD 19.23%, 1-year 22.32%, 3-year 3.07%, 5-year -2.81%, 10-year 2.28%.

VSRDX returns outperform the peer average of 11.21% 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.