VTSMX Mutual Fund

VTSMX Mutual Fund

NAV$184.04
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Returns Overview

1 Month
-0.51%
3 Months
+3.98%
6 Months
+8.46%
YTD
+9.81%
1 Year
+19.38%
3 Years (annualized)
+18.47%
5 Years (annualized)
+11.50%
10 Years (annualized)
+14.33%

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)
+9.81%
Peer Avg (YTD)
+9.41%
vs Peers
+0.40%

VTSMX Mutual Fund Performance

VTSMX performance across multiple time periods: 1-month -0.51%, YTD 9.81%, 1-year 19.38%, 3-year 18.47%, 5-year 11.50%, 10-year 14.33%.

VTSMX returns outperform the peer average of 9.41% 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.