VBAIX Mutual Fund

VBAIX Mutual Fund

NAV$53.81
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Returns Overview

1 Month
+0.50%
3 Months
+0.79%
6 Months
+3.13%
YTD
+6.78%
1 Year
+7.26%
3 Years (annualized)
+16.12%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VBAIX 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
Morningstar US Total Market Index(CRSPTMT)
This Mutual Fund (YTD)
+6.78%
Peer Avg (YTD)
+5.30%
vs Peers
+1.47%

VBAIX Mutual Fund Performance

VBAIX performance across multiple time periods: 1-month 0.50%, YTD 6.78%, 1-year 7.26%, 3-year 16.12%, 5-year 6.65%, 10-year 9.63%.

VBAIX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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