VFORX Mutual Fund

VFORX Mutual Fund

NAV$53.96
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Returns Overview

1 Month
-0.70%
3 Months
-0.24%
6 Months
+2.33%
YTD
+7.67%
1 Year
+9.33%
3 Years (annualized)
+17.95%
5 Years (annualized)
+7.54%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFORX 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
Bloomberg US Aggregate Float Adjusted Index
This Mutual Fund (YTD)
+7.67%
Peer Avg (YTD)
+6.70%
vs Peers
+0.97%

VFORX Mutual Fund Performance

VFORX performance across multiple time periods: 1-month -0.70%, YTD 7.67%, 1-year 9.33%, 3-year 17.95%, 5-year 7.54%, 10-year 10.41%.

VFORX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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