VSZIX Mutual Fund

VSZIX Mutual Fund

NAV$20.66
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Returns Overview

1 Month
+2.40%
3 Months
+2.02%
6 Months
+4.57%
YTD
+13.97%
1 Year
+21.16%
3 Years (annualized)
+17.59%
5 Years (annualized)
+8.91%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZIX 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
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📉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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+13.97%
Peer Avg (YTD)
+8.76%
vs Peers
+5.21%

VSZIX Mutual Fund Performance

VSZIX performance across multiple time periods: 1-month 2.40%, YTD 13.97%, 1-year 21.16%, 3-year 17.59%, 5-year 8.91%, 10-year 11.35%.

VSZIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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