VFISX Mutual Fund

NAV$9.81

Returns Overview

1 Month
+0.11%
3 Months
+0.32%
6 Months
+0.60%
YTD
+0.60%
1 Year
+2.83%
3 Years (annualized)
+4.25%
5 Years (annualized)
+1.50%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFISX 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)
+0.60%
Peer Avg (YTD)
+1.92%
vs Peers
-1.32%

VFISX Mutual Fund Performance

VFISX performance across multiple time periods: 1-month 0.11%, YTD 0.60%, 1-year 2.83%, 3-year 4.25%, 5-year 1.50%, 10-year 1.60%.

VFISX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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