VUSIX Mutual Fund

VUSIX Mutual Fund

NAV$9.40
See how much of VUSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.45%
3 Months
-0.72%
6 Months
-2.24%
YTD
+0.04%
1 Year
+2.62%
3 Years (annualized)
+4.53%
5 Years (annualized)
+0.10%
10 Years (annualized)
+1.29%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+0.04%
Peer Avg (YTD)
+2.15%
vs Peers
-2.11%

VUSIX Mutual Fund Performance

VUSIX performance across multiple time periods: 1-month 0.45%, YTD 0.04%, 1-year 2.62%, 3-year 4.53%, 5-year 0.10%, 10-year 1.29%.

VUSIX returns trail the peer average of 2.15% 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.