VFMFX Mutual Fund

VFMFX Mutual Fund

NAV$56.04
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Returns Overview

1 Month
-3.74%
3 Months
+0.44%
6 Months
+14.99%
YTD
+17.63%
1 Year
+23.90%
3 Years (annualized)
+21.35%
5 Years (annualized)
+14.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFMFX 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)
+17.63%
Peer Avg (YTD)
+6.72%
vs Peers
+10.90%

VFMFX Mutual Fund Performance

VFMFX performance across multiple time periods: 1-month -3.74%, YTD 17.63%, 1-year 23.90%, 3-year 21.35%, 5-year 14.20%.

VFMFX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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