VFMFX Mutual Fund

VFMFX Mutual Fund

NAV$56.68
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Returns Overview

1 Month
+3.80%
3 Months
+14.48%
6 Months
+18.12%
YTD
+17.11%
1 Year
+31.37%
3 Years (annualized)
+20.95%
5 Years (annualized)
+13.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFMFX 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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+17.11%
Peer Avg (YTD)
+10.82%
vs Peers
+6.29%

VFMFX Mutual Fund Performance

VFMFX performance across multiple time periods: 1-month 3.80%, YTD 17.11%, 1-year 31.37%, 3-year 20.95%, 5-year 13.73%.

VFMFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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