VFTAX Mutual Fund

NAV$73.54

Returns Overview

1 Month
-1.74%
3 Months
+18.04%
6 Months
+9.16%
YTD
+9.18%
1 Year
+21.01%
3 Years (annualized)
+20.73%
5 Years (annualized)
+12.44%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE4Good US Select Index
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+9.51%
vs Peers
-0.33%

VFTAX Mutual Fund Performance

VFTAX performance across multiple time periods: 1-month -1.74%, YTD 9.18%, 1-year 21.01%, 3-year 20.73%, 5-year 12.44%.

VFTAX returns trail the peer average of 9.51% 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.