VUIAX Mutual Fund

NAV$94.73

Returns Overview

1 Month
+2.27%
3 Months
-0.45%
6 Months
+7.29%
YTD
+5.97%
1 Year
+14.02%
3 Years (annualized)
+14.70%
5 Years (annualized)
+10.47%
10 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VUIAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US Investable Market 2500 Index
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+10.15%
vs Peers
-4.18%

VUIAX Mutual Fund Performance

VUIAX performance across multiple time periods: 1-month 2.27%, YTD 5.97%, 1-year 14.02%, 3-year 14.70%, 5-year 10.47%, 10-year 8.86%.

VUIAX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

VUIAX performance comparison shows side-by-side returns with another fund. VUIAX alternatives are available in the Mutual Fund Screener.