VMFIX Mutual Fund

VMFIX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
+0.53%
3 Months
+0.14%
6 Months
+0.41%
YTD
+1.82%
1 Year
+4.29%
3 Years (annualized)
+6.73%
5 Years (annualized)
+2.80%
10 Years (annualized)
+3.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMFIX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.82%
Peer Avg (YTD)
+2.15%
vs Peers
-0.33%

VMFIX Mutual Fund Performance

VMFIX performance across multiple time periods: 1-month 0.53%, YTD 1.82%, 1-year 4.29%, 3-year 6.73%, 5-year 2.80%, 10-year 3.69%.

VMFIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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