VBFIX Mutual Fund

NAV$18.98

Returns Overview

1 Month
-2.12%
3 Months
-0.58%
6 Months
-5.41%
YTD
-0.47%
1 Year
+1.95%
3 Years (annualized)
+2.88%
5 Years (annualized)
+9.68%
10 Years (annualized)
+5.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VBFIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-0.47%
Peer Avg (YTD)
-1.92%
vs Peers
+1.45%

VBFIX Mutual Fund Performance

VBFIX performance across multiple time periods: 1-month -2.12%, YTD -0.47%, 1-year 1.95%, 3-year 2.88%, 5-year 9.68%, 10-year 5.68%.

VBFIX returns outperform the peer average of -1.92% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

VBFIX performance comparison shows side-by-side returns with another fund. VBFIX alternatives are available in the Mutual Fund Screener.