VFORX Mutual Fund

NAV$52.80

Returns Overview

1 Month
+1.80%
3 Months
+2.32%
6 Months
+7.33%
YTD
+3.84%
1 Year
+17.62%
3 Years
+15.91%
5 Years
+8.43%
10 Years
+10.79%

Risk Metrics (1-Year)

No risk data available for this ETF

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Float Adjusted Index(NA)
This Mutual Fund (YTD)
+3.84%
Peer Avg (YTD)
+3.25%
vs Peers
+0.59%

VFORX Mutual Fund Performance

VFORX performance across multiple time periods: 1-month 1.80%, YTD 3.84%, 1-year 17.62%, 3-year 15.91%, 5-year 8.43%, 10-year 10.79%.

VFORX returns outperform the peer average of 3.25% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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