VYSZX Mutual Fund

VYSZX Mutual Fund

NAV$5.32
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Returns Overview

1 Month
+6.11%
3 Months
+23.11%
6 Months
+17.98%
YTD
+17.72%
1 Year
+29.90%
3 Years (annualized)
+14.78%
5 Years (annualized)
+6.02%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VYSZX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+17.72%
Peer Avg (YTD)
+18.52%
vs Peers
-0.80%

VYSZX Mutual Fund Performance

VYSZX performance across multiple time periods: 1-month 6.11%, YTD 17.72%, 1-year 29.90%, 3-year 14.78%, 5-year 6.02%, 10-year 8.95%.

VYSZX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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