VYSVX Mutual Fund

NAV$23.50

Returns Overview

1 Month
+4.47%
3 Months
+13.97%
6 Months
+21.24%
YTD
+21.24%
1 Year
+36.20%
3 Years (annualized)
+18.83%
5 Years (annualized)
+11.12%
10 Years (annualized)
+11.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VYSVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.24%
Peer Avg (YTD)
+18.52%
vs Peers
+2.72%

VYSVX Mutual Fund Performance

VYSVX performance across multiple time periods: 1-month 4.47%, YTD 21.24%, 1-year 36.20%, 3-year 18.83%, 5-year 11.12%, 10-year 11.59%.

VYSVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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