VMBSX Mutual Fund

VMBSX Mutual Fund

NAV$17.84
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Returns Overview

1 Month
-3.39%
3 Months
-4.15%
6 Months
-3.41%
YTD
-2.91%
1 Year
-1.47%
3 Years (annualized)
+4.74%
5 Years (annualized)
+0.33%
10 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMBSX 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
Bloomberg US MBS Float Adjusted Index
This Mutual Fund (YTD)
-2.91%
Peer Avg (YTD)
+0.50%
vs Peers
-3.41%

VMBSX Mutual Fund Performance

VMBSX performance across multiple time periods: 1-month -3.39%, YTD -2.91%, 1-year -1.47%, 3-year 4.74%, 5-year 0.33%, 10-year 1.22%.

VMBSX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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