VBISX Mutual Fund

VBISX Mutual Fund

NAV$10.00
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Returns Overview

1 Month
+1.15%
3 Months
+0.33%
6 Months
+0.35%
YTD
+0.76%
1 Year
+1.51%
3 Years (annualized)
+4.55%
5 Years (annualized)
+1.74%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VBISX 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
Bloomberg US Aggregate Float Adjusted Index
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+0.72%
vs Peers
+0.04%

VBISX Mutual Fund Performance

VBISX performance across multiple time periods: 1-month 1.15%, YTD 0.76%, 1-year 1.51%, 3-year 4.55%, 5-year 1.74%, 10-year 1.85%.

VBISX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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