VFIRX Mutual Fund

NAV$9.79

Returns Overview

1 Month
+0.12%
3 Months
+0.35%
6 Months
+0.65%
YTD
+0.65%
1 Year
+2.93%
3 Years (annualized)
+4.35%
5 Years (annualized)
+1.60%
10 Years (annualized)
+1.70%

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

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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
Bloomberg Barclays US 1-5 Year Treasury Index(^BBU5YTR)
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+1.92%
vs Peers
-1.27%

VFIRX Mutual Fund Performance

VFIRX performance across multiple time periods: 1-month 0.12%, YTD 0.65%, 1-year 2.93%, 3-year 4.35%, 5-year 1.60%, 10-year 1.70%.

VFIRX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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