VFITX Mutual Fund

VFITX Mutual Fund

NAV$9.46
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Returns Overview

1 Month
-2.54%
3 Months
-3.35%
6 Months
-3.28%
YTD
-3.23%
1 Year
-2.30%
3 Years (annualized)
+3.69%
5 Years (annualized)
-0.20%
10 Years (annualized)
+1.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFITX 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
Bloomberg Barclays US Treasury 5-10 Year Bond Index(^BBU10YTRB)
This Mutual Fund (YTD)
-3.23%
Peer Avg (YTD)
+0.50%
vs Peers
-3.73%

VFITX Mutual Fund Performance

VFITX performance across multiple time periods: 1-month -2.54%, YTD -3.23%, 1-year -2.30%, 3-year 3.69%, 5-year -0.20%, 10-year 1.34%.

VFITX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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