VFAIX Mutual Fund

NAV$61.24

Returns Overview

1 Month
-4.07%
3 Months
-3.41%
6 Months
-4.52%
YTD
-6.24%
1 Year
+0.69%
3 Years
+14.91%
5 Years
+11.53%
10 Years
+13.55%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would VFAIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US Investable Market 2500 Index(NA)
This Mutual Fund (YTD)
-6.24%
Peer Avg (YTD)
+2.40%
vs Peers
-8.64%

VFAIX Mutual Fund Performance

VFAIX performance across multiple time periods: 1-month -4.07%, YTD -6.24%, 1-year 0.69%, 3-year 14.91%, 5-year 11.53%, 10-year 13.55%.

VFAIX returns trail the peer average of 2.40% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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