VMBSX Mutual Fund

NAV$18.47

Returns Overview

1 Month
-1.65%
3 Months
-1.28%
6 Months
-2.38%
YTD
-1.70%
1 Year
+5.27%
3 Years (annualized)
+4.71%
5 Years (annualized)
+0.57%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMBSX 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
Bloomberg US MBS Float Adjusted Index
This Mutual Fund (YTD)
-1.70%
Peer Avg (YTD)
+3.23%
vs Peers
-4.93%

VMBSX Mutual Fund Performance

VMBSX performance across multiple time periods: 1-month -1.65%, YTD -1.70%, 1-year 5.27%, 3-year 4.71%, 5-year 0.57%, 10-year 1.33%.

VMBSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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