VFIRX Mutual Fund

VFIRX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
+0.73%
3 Months
-0.01%
6 Months
+0.17%
YTD
+0.68%
1 Year
+1.41%
3 Years (annualized)
+4.23%
5 Years (annualized)
+1.69%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFIRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-5 Year Treasury Index(^BBU5YTR)
This Mutual Fund (YTD)
+0.68%
Peer Avg (YTD)
+1.80%
vs Peers
-1.12%

VFIRX Mutual Fund Performance

VFIRX performance across multiple time periods: 1-month 0.73%, YTD 0.68%, 1-year 1.41%, 3-year 4.23%, 5-year 1.69%, 10-year 1.68%.

VFIRX returns trail the peer average of 1.80% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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