VYSAX Mutual Fund

NAV$16.92

Returns Overview

1 Month
+6.27%
3 Months
+23.35%
6 Months
+18.68%
YTD
+18.27%
1 Year
+31.20%
3 Years (annualized)
+15.94%
5 Years (annualized)
+7.15%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VYSAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.27%
Peer Avg (YTD)
+18.52%
vs Peers
-0.25%

VYSAX Mutual Fund Performance

VYSAX performance across multiple time periods: 1-month 6.27%, YTD 18.27%, 1-year 31.20%, 3-year 15.94%, 5-year 7.15%, 10-year 9.54%.

VYSAX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

VYSAX performance comparison shows side-by-side returns with another fund. VYSAX alternatives are available in the Mutual Fund Screener.