VSZEX Mutual Fund

VSZEX Mutual Fund

NAV$23.34
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Returns Overview

1 Month
+2.11%
3 Months
+1.57%
6 Months
+3.61%
YTD
+11.77%
1 Year
+18.13%
3 Years (annualized)
+15.78%
5 Years (annualized)
+7.59%
10 Years (annualized)
+10.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZEX 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 Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+11.77%
Peer Avg (YTD)
+8.76%
vs Peers
+3.01%

VSZEX Mutual Fund Performance

VSZEX performance across multiple time periods: 1-month 2.11%, YTD 11.77%, 1-year 18.13%, 3-year 15.78%, 5-year 7.59%, 10-year 10.38%.

VSZEX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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