VFAIX Mutual Fund

VFAIX Mutual Fund

NAV$70.77
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Returns Overview

1 Month
+5.57%
3 Months
-1.07%
6 Months
+8.17%
YTD
+3.81%
1 Year
+9.63%
3 Years (annualized)
+22.95%
5 Years (annualized)
+8.78%
10 Years (annualized)
+12.87%

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)
+3.81%
Peer Avg (YTD)
+9.56%
vs Peers
-5.76%

VFAIX Mutual Fund Performance

VFAIX performance across multiple time periods: 1-month 5.57%, YTD 3.81%, 1-year 9.63%, 3-year 22.95%, 5-year 8.78%, 10-year 12.87%.

VFAIX returns trail the peer average of 9.56% 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.