VTMFX Mutual Fund

VTMFX Mutual Fund

NAV$51.06
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Returns Overview

1 Month
+1.41%
3 Months
+0.67%
6 Months
+2.31%
YTD
+5.22%
1 Year
+5.73%
3 Years (annualized)
+13.41%
5 Years (annualized)
+6.20%
10 Years (annualized)
+8.44%

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)
+5.22%
Peer Avg (YTD)
+5.30%
vs Peers
-0.08%

VTMFX Mutual Fund Performance

VTMFX performance across multiple time periods: 1-month 1.41%, YTD 5.22%, 1-year 5.73%, 3-year 13.41%, 5-year 6.20%, 10-year 8.44%.

VTMFX returns trail the peer average of 5.30% 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.