VFTNX Mutual Fund

NAV$50.75

Returns Overview

1 Month
-0.28%
3 Months
+4.68%
6 Months
+6.28%
YTD
+7.64%
1 Year
+21.08%
3 Years (annualized)
+20.78%
5 Years (annualized)
+12.48%
10 Years (annualized)
+16.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFTNX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE4Good US Select Index
This Mutual Fund (YTD)
+7.64%
Peer Avg (YTD)
+9.51%
vs Peers
-1.87%

VFTNX Mutual Fund Performance

VFTNX performance across multiple time periods: 1-month -0.28%, YTD 7.64%, 1-year 21.08%, 3-year 20.78%, 5-year 12.48%, 10-year 16.05%.

VFTNX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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