VSSVX Mutual Fund

VSSVX Mutual Fund

NAV$12.01
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Returns Overview

1 Month
-2.29%
3 Months
+5.68%
6 Months
+8.96%
YTD
+14.69%
1 Year
+18.23%
3 Years (annualized)
+7.70%
5 Years (annualized)
+5.55%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSSVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.69%
Peer Avg (YTD)
+15.31%
vs Peers
-0.62%

VSSVX Mutual Fund Performance

VSSVX performance across multiple time periods: 1-month -2.29%, YTD 14.69%, 1-year 18.23%, 3-year 7.70%, 5-year 5.55%, 10-year 8.52%.

VSSVX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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