VSZJX Mutual Fund

VSZJX Mutual Fund

NAV$10.91
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Returns Overview

1 Month
+1.12%
3 Months
+0.41%
6 Months
+2.39%
YTD
+4.93%
1 Year
+8.84%
3 Years (annualized)
+9.63%
5 Years (annualized)
+3.88%
10 Years (annualized)
+5.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSZJX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.93%
Peer Avg (YTD)
+8.76%
vs Peers
-3.82%

VSZJX Mutual Fund Performance

VSZJX performance across multiple time periods: 1-month 1.12%, YTD 4.93%, 1-year 8.84%, 3-year 9.63%, 5-year 3.88%, 10-year 5.50%.

VSZJX returns trail 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.

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