VFSIX Mutual Fund

VFSIX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
-0.17%
3 Months
+0.25%
6 Months
+0.47%
YTD
+0.86%
1 Year
+3.62%
3 Years (annualized)
+5.49%
5 Years (annualized)
+2.35%
10 Years (annualized)
+2.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFSIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-5 Year US Credit Index(^BBG15YUCI)
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+0.12%
vs Peers
+0.74%

VFSIX Mutual Fund Performance

VFSIX performance across multiple time periods: 1-month -0.17%, YTD 0.86%, 1-year 3.62%, 3-year 5.49%, 5-year 2.35%, 10-year 2.59%.

VFSIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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