VTMSX Mutual Fund

VTMSX Mutual Fund

NAV$111.34
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Returns Overview

1 Month
-0.65%
3 Months
+4.54%
6 Months
+11.99%
YTD
+21.01%
1 Year
+24.18%
3 Years (annualized)
+14.62%
5 Years (annualized)
+6.93%
10 Years (annualized)
+10.53%

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)
+21.01%
Peer Avg (YTD)
+15.20%
vs Peers
+5.81%

VTMSX Mutual Fund Performance

VTMSX performance across multiple time periods: 1-month -0.65%, YTD 21.01%, 1-year 24.18%, 3-year 14.62%, 5-year 6.93%, 10-year 10.53%.

VTMSX returns outperform the peer average of 15.20% 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.