VTMSX Mutual Fund

VTMSX Mutual Fund

NAV$114.99
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Returns Overview

1 Month
+3.10%
3 Months
-3.16%
6 Months
+3.02%
YTD
+16.78%
1 Year
+20.99%
3 Years (annualized)
+18.31%
5 Years (annualized)
+6.17%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTMSX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+16.78%
Peer Avg (YTD)
+12.21%
vs Peers
+4.57%

VTMSX Mutual Fund Performance

VTMSX performance across multiple time periods: 1-month 3.10%, YTD 16.78%, 1-year 20.99%, 3-year 18.31%, 5-year 6.17%, 10-year 10.66%.

VTMSX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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