VBIUX Mutual Fund

VBIUX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
+2.13%
3 Months
-0.70%
6 Months
-1.52%
YTD
-1.55%
1 Year
-1.06%
3 Years (annualized)
+5.73%
5 Years (annualized)
+0.01%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VBIUX 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 Float Adjusted Index
This Mutual Fund (YTD)
-1.55%
Peer Avg (YTD)
+1.93%
vs Peers
-3.48%

VBIUX Mutual Fund Performance

VBIUX performance across multiple time periods: 1-month 2.13%, YTD -1.55%, 1-year -1.06%, 3-year 5.73%, 5-year 0.01%, 10-year 1.70%.

VBIUX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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