VFTAX Mutual Fund

NAV$71.16

Returns Overview

1 Month
+0.27%
3 Months
-0.08%
6 Months
+8.87%
YTD
+0.29%
1 Year
+14.30%
3 Years
+21.93%
5 Years
+13.75%

Risk Metrics (1-Year)

No risk data available for this ETF

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
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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
FTSE4Good US Select Index(NA)
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+1.87%
vs Peers
-1.58%

VFTAX Mutual Fund Performance

VFTAX performance across multiple time periods: 1-month 0.27%, YTD 0.29%, 1-year 14.30%, 3-year 21.93%, 5-year 13.75%.

VFTAX returns trail the peer average of 1.87% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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