VMFIX Mutual Fund

VMFIX Mutual Fund

NAV$8.85
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Returns Overview

1 Month
-2.19%
3 Months
-2.38%
6 Months
-0.08%
YTD
-0.41%
1 Year
+1.10%
3 Years (annualized)
+6.73%
5 Years (annualized)
+2.80%
10 Years (annualized)
+3.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMFIX 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 Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.41%
Peer Avg (YTD)
+0.50%
vs Peers
-0.91%

VMFIX Mutual Fund Performance

VMFIX performance across multiple time periods: 1-month -2.19%, YTD -0.41%, 1-year 1.10%, 3-year 6.73%, 5-year 2.80%, 10-year 3.69%.

VMFIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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