VFTAX Mutual Fund

VFTAX Mutual Fund

NAV$71.69
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Returns Overview

1 Month
-2.45%
3 Months
+0.97%
6 Months
+6.20%
YTD
+10.34%
1 Year
+9.93%
3 Years (annualized)
+23.52%
5 Years (annualized)
+10.91%
10 Years (annualized)
+15.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFTAX 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
FTSE4Good US Select Index
This Mutual Fund (YTD)
+10.34%
Peer Avg (YTD)
+10.80%
vs Peers
-0.46%

VFTAX Mutual Fund Performance

VFTAX performance across multiple time periods: 1-month -2.45%, YTD 10.34%, 1-year 9.93%, 3-year 23.52%, 5-year 10.91%, 10-year 15.76%.

VFTAX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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