VTMFX Mutual Fund

VTMFX Mutual Fund

NAV$51.70
See how much of VTMFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.97%
3 Months
+1.05%
6 Months
+2.93%
YTD
+3.93%
1 Year
+10.75%
3 Years (annualized)
+10.56%
5 Years (annualized)
+6.33%
10 Years (annualized)
+8.22%

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
PROUpgrade to run

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)
+3.93%
Peer Avg (YTD)
+5.54%
vs Peers
-1.61%

VTMFX Mutual Fund Performance

VTMFX performance across multiple time periods: 1-month -0.97%, YTD 3.93%, 1-year 10.75%, 3-year 10.56%, 5-year 6.33%, 10-year 8.22%.

VTMFX returns trail the peer average of 5.54% 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.