VFTAX Mutual Fund

VFTAX Mutual Fund

NAV$73.86
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Returns Overview

1 Month
-0.11%
3 Months
+4.96%
6 Months
+8.74%
YTD
+9.06%
1 Year
+18.38%
3 Years (annualized)
+19.37%
5 Years (annualized)
+11.81%
10 Years (annualized)
+15.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFTAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE4Good US Select Index
This Mutual Fund (YTD)
+9.06%
Peer Avg (YTD)
+9.41%
vs Peers
-0.36%

VFTAX Mutual Fund Performance

VFTAX performance across multiple time periods: 1-month -0.11%, YTD 9.06%, 1-year 18.38%, 3-year 19.37%, 5-year 11.81%, 10-year 15.50%.

VFTAX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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