VAFIX Mutual Fund

VAFIX Mutual Fund

NAV$32.54
See how much of VAFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.66%
3 Months
+0.95%
6 Months
+4.68%
YTD
+3.66%
1 Year
+6.32%
3 Years (annualized)
+18.59%
5 Years (annualized)
+8.99%
10 Years (annualized)
+15.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAFIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.66%
Peer Avg (YTD)
+6.23%
vs Peers
-2.57%

VAFIX Mutual Fund Performance

VAFIX performance across multiple time periods: 1-month -5.66%, YTD 3.66%, 1-year 6.32%, 3-year 18.59%, 5-year 8.99%, 10-year 15.22%.

VAFIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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