VSZGX Mutual Fund

VSZGX Mutual Fund

NAV$25.06
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Returns Overview

1 Month
-1.03%
3 Months
-0.33%
6 Months
+3.55%
YTD
+9.92%
1 Year
+11.75%
3 Years (annualized)
+20.85%
5 Years (annualized)
+8.82%
10 Years (annualized)
+11.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZGX 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 Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+9.92%
Peer Avg (YTD)
+6.70%
vs Peers
+3.22%

VSZGX Mutual Fund Performance

VSZGX performance across multiple time periods: 1-month -1.03%, YTD 9.92%, 1-year 11.75%, 3-year 20.85%, 5-year 8.82%, 10-year 11.47%.

VSZGX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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