VSZHX Mutual Fund

VSZHX Mutual Fund

NAV$23.41
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Returns Overview

1 Month
+2.40%
3 Months
+2.00%
6 Months
+1.49%
YTD
+14.01%
1 Year
+21.15%
3 Years (annualized)
+16.43%
5 Years (annualized)
+8.38%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZHX 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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+14.01%
Peer Avg (YTD)
+8.76%
vs Peers
+5.25%

VSZHX Mutual Fund Performance

VSZHX performance across multiple time periods: 1-month 2.40%, YTD 14.01%, 1-year 21.15%, 3-year 16.43%, 5-year 8.38%, 10-year 11.01%.

VSZHX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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