VMBSX Mutual Fund

VMBSX Mutual Fund

NAV$17.64
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Returns Overview

1 Month
+0.47%
3 Months
-0.55%
6 Months
-1.62%
YTD
+0.50%
1 Year
+3.15%
3 Years (annualized)
+4.74%
5 Years (annualized)
+0.33%
10 Years (annualized)
+1.22%

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
PROUpgrade to run
📉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)
+0.50%
Peer Avg (YTD)
+2.15%
vs Peers
-1.65%

VMBSX Mutual Fund Performance

VMBSX performance across multiple time periods: 1-month 0.47%, YTD 0.50%, 1-year 3.15%, 3-year 4.74%, 5-year 0.33%, 10-year 1.22%.

VMBSX returns trail the peer average of 2.15% 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.