VFORX Mutual Fund

VFORX Mutual Fund

NAV$54.88
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Returns Overview

1 Month
-1.70%
3 Months
-0.38%
6 Months
+10.29%
YTD
+8.43%
1 Year
+11.90%
3 Years (annualized)
+16.38%
5 Years (annualized)
+8.05%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFORX 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
Bloomberg US Aggregate Float Adjusted Index
This Mutual Fund (YTD)
+8.43%
Peer Avg (YTD)
+7.09%
vs Peers
+1.34%

VFORX Mutual Fund Performance

VFORX performance across multiple time periods: 1-month -1.70%, YTD 8.43%, 1-year 11.90%, 3-year 16.38%, 5-year 8.05%, 10-year 10.39%.

VFORX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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