VUSIX Mutual Fund

VUSIX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
-1.38%
3 Months
-0.94%
6 Months
-1.11%
YTD
-0.40%
1 Year
+3.95%
3 Years (annualized)
+4.09%
5 Years (annualized)
-0.02%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VUSIX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-0.40%
Peer Avg (YTD)
+0.12%
vs Peers
-0.52%

VUSIX Mutual Fund Performance

VUSIX performance across multiple time periods: 1-month -1.38%, YTD -0.40%, 1-year 3.95%, 3-year 4.09%, 5-year -0.02%, 10-year 1.26%.

VUSIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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