VUSFX Mutual Fund

NAV$20.04

Returns Overview

1 Month
+0.35%
3 Months
+0.20%
6 Months
-0.25%
YTD
-0.25%
1 Year
+4.60%
3 Years (annualized)
+5.27%
5 Years (annualized)
+3.44%
10 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VUSFX 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 Treasury Bellwethers I Year Index(BBGUSTBIYI)
This Mutual Fund (YTD)
-0.25%
Peer Avg (YTD)
+3.23%
vs Peers
-3.48%

VUSFX Mutual Fund Performance

VUSFX performance across multiple time periods: 1-month 0.35%, YTD -0.25%, 1-year 4.60%, 3-year 5.27%, 5-year 3.44%, 10-year 2.68%.

VUSFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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