VFAIX Mutual Fund

VFAIX Mutual Fund

NAV$66.77
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Returns Overview

1 Month
-7.72%
3 Months
-1.17%
6 Months
+8.33%
YTD
-2.00%
1 Year
+0.51%
3 Years (annualized)
+21.36%
5 Years (annualized)
+10.50%
10 Years (annualized)
+13.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFAIX 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
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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
MSCI US Investable Market 2500 Index
This Mutual Fund (YTD)
-2.00%
Peer Avg (YTD)
+7.91%
vs Peers
-9.91%

VFAIX Mutual Fund Performance

VFAIX performance across multiple time periods: 1-month -7.72%, YTD -2.00%, 1-year 0.51%, 3-year 21.36%, 5-year 10.50%, 10-year 13.07%.

VFAIX returns trail the peer average of 7.91% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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