VBAIX Mutual Fund

VBAIX Mutual Fund

NAV$54.15
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Returns Overview

1 Month
-2.02%
3 Months
-1.07%
6 Months
+8.45%
YTD
+5.65%
1 Year
+7.81%
3 Years (annualized)
+14.13%
5 Years (annualized)
+7.03%
10 Years (annualized)
+9.57%

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)
+5.65%
Peer Avg (YTD)
+4.96%
vs Peers
+0.68%

VBAIX Mutual Fund Performance

VBAIX performance across multiple time periods: 1-month -2.02%, YTD 5.65%, 1-year 7.81%, 3-year 14.13%, 5-year 7.03%, 10-year 9.57%.

VBAIX returns outperform the peer average of 4.96% 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.