VSZFX Mutual Fund

VSZFX Mutual Fund

NAV$17.35
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Returns Overview

1 Month
-0.39%
3 Months
+3.67%
6 Months
+7.36%
YTD
+9.78%
1 Year
+20.26%
3 Years (annualized)
+16.35%
5 Years (annualized)
+9.43%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.78%
Peer Avg (YTD)
+6.99%
vs Peers
+2.78%

VSZFX Mutual Fund Performance

VSZFX performance across multiple time periods: 1-month -0.39%, YTD 9.78%, 1-year 20.26%, 3-year 16.35%, 5-year 9.43%, 10-year 11.28%.

VSZFX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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