VFINX Mutual Fund

VFINX Mutual Fund

NAV$698.55
See how much of VFINX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.88%
3 Months
+1.44%
6 Months
+5.66%
YTD
+11.40%
1 Year
+11.95%
3 Years (annualized)
+23.23%
5 Years (annualized)
+11.89%
10 Years (annualized)
+15.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFINX 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

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)
+11.40%
Peer Avg (YTD)
+10.80%
vs Peers
+0.60%

VFINX Mutual Fund Performance

VFINX performance across multiple time periods: 1-month -0.88%, YTD 11.40%, 1-year 11.95%, 3-year 23.23%, 5-year 11.89%, 10-year 15.28%.

VFINX returns outperform the peer average of 10.80% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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