VFORX Mutual Fund

NAV$55.61

Returns Overview

1 Month
-0.13%
3 Months
+10.72%
6 Months
+9.39%
YTD
+8.84%
1 Year
+19.33%
3 Years (annualized)
+16.02%
5 Years (annualized)
+8.31%
10 Years (annualized)
+10.69%

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
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 US Aggregate Float Adjusted Index
This Mutual Fund (YTD)
+8.84%
Peer Avg (YTD)
+7.64%
vs Peers
+1.20%

VFORX Mutual Fund Performance

VFORX performance across multiple time periods: 1-month -0.13%, YTD 8.84%, 1-year 19.33%, 3-year 16.02%, 5-year 8.31%, 10-year 10.69%.

VFORX returns outperform the peer average of 7.64% 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.