VTSMX Mutual Fund

VTSMX Mutual Fund

NAV$186.15
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Returns Overview

1 Month
+2.66%
3 Months
+1.51%
6 Months
+11.60%
YTD
+13.42%
1 Year
+20.17%
3 Years (annualized)
+19.08%
5 Years (annualized)
+10.15%
10 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTSMX 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
Morningstar US Total Market Index(CRSPTMT)
This Mutual Fund (YTD)
+13.42%
Peer Avg (YTD)
+11.21%
vs Peers
+2.21%

VTSMX Mutual Fund Performance

VTSMX performance across multiple time periods: 1-month 2.66%, YTD 13.42%, 1-year 20.17%, 3-year 19.08%, 5-year 10.15%, 10-year 12.97%.

VTSMX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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