VTMSX Mutual Fund

NAV$119.59

Returns Overview

1 Month
-0.70%
3 Months
+7.84%
6 Months
+15.10%
YTD
+20.43%
1 Year
+37.64%
3 Years (annualized)
+16.04%
5 Years (annualized)
+7.39%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTMSX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+20.43%
Peer Avg (YTD)
+18.52%
vs Peers
+1.91%

VTMSX Mutual Fund Performance

VTMSX performance across multiple time periods: 1-month -0.70%, YTD 20.43%, 1-year 37.64%, 3-year 16.04%, 5-year 7.39%, 10-year 11.48%.

VTMSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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