VSZBX Mutual Fund

NAV$11.21

Returns Overview

1 Month
+0.33%
3 Months
+4.90%
6 Months
+4.80%
YTD
+6.76%
1 Year
+8.37%
3 Years (annualized)
+7.25%
5 Years (annualized)
+6.11%
10 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZBX 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
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.76%
Peer Avg (YTD)
+9.70%
vs Peers
-2.94%

VSZBX Mutual Fund Performance

VSZBX performance across multiple time periods: 1-month 0.33%, YTD 6.76%, 1-year 8.37%, 3-year 7.25%, 5-year 6.11%, 10-year 6.39%.

VSZBX returns trail the peer average of 9.70% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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