VFAIX Mutual Fund

VFAIX Mutual Fund

NAV$67.21
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Returns Overview

1 Month
+5.82%
3 Months
+9.34%
6 Months
+7.37%
YTD
+4.93%
1 Year
+10.98%
3 Years (annualized)
+19.62%
5 Years (annualized)
+11.35%
10 Years (annualized)
+13.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFAIX 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
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📉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
MSCI US Investable Market 2500 Index
This Mutual Fund (YTD)
+4.93%
Peer Avg (YTD)
+10.67%
vs Peers
-5.73%

VFAIX Mutual Fund Performance

VFAIX performance across multiple time periods: 1-month 5.82%, YTD 4.93%, 1-year 10.98%, 3-year 19.62%, 5-year 11.35%, 10-year 13.30%.

VFAIX returns trail the peer average of 10.67% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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