VMBSX Mutual Fund

VMBSX Mutual Fund

NAV$18.53
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Returns Overview

1 Month
-1.60%
3 Months
-1.13%
6 Months
-0.90%
YTD
-0.32%
1 Year
+3.90%
3 Years (annualized)
+4.14%
5 Years (annualized)
+0.13%
10 Years (annualized)
+1.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMBSX 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
Bloomberg US MBS Float Adjusted Index
This Mutual Fund (YTD)
-0.32%
Peer Avg (YTD)
+0.12%
vs Peers
-0.44%

VMBSX Mutual Fund Performance

VMBSX performance across multiple time periods: 1-month -1.60%, YTD -0.32%, 1-year 3.90%, 3-year 4.14%, 5-year 0.13%, 10-year 1.14%.

VMBSX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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