VTMFX Mutual Fund

VTMFX Mutual Fund

NAV$51.01
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Returns Overview

1 Month
-2.64%
3 Months
-2.28%
6 Months
+5.56%
YTD
+3.15%
1 Year
+5.44%
3 Years (annualized)
+11.74%
5 Years (annualized)
+6.46%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTMFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Tax-Managed Balanced Composite Index(^TMBCI)
This Mutual Fund (YTD)
+3.15%
Peer Avg (YTD)
+4.96%
vs Peers
-1.81%

VTMFX Mutual Fund Performance

VTMFX performance across multiple time periods: 1-month -2.64%, YTD 3.15%, 1-year 5.44%, 3-year 11.74%, 5-year 6.46%, 10-year 8.36%.

VTMFX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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