VYSDX Mutual Fund

VYSDX Mutual Fund

NAV$10.69
See how much of VYSDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.22%
3 Months
-3.22%
6 Months
+3.64%
YTD
+11.10%
1 Year
+13.06%
3 Years (annualized)
+17.19%
5 Years (annualized)
+5.32%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VYSDX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.10%
Peer Avg (YTD)
+12.21%
vs Peers
-1.11%

VYSDX Mutual Fund Performance

VYSDX performance across multiple time periods: 1-month 1.22%, YTD 11.10%, 1-year 13.06%, 3-year 17.19%, 5-year 5.32%, 10-year 8.10%.

VYSDX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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