| VFMFX | |
|---|---|
| Total return | +153.04% |
| Annualised (CAGR) | +11.88% |
| Volatility (annualised) | +18.67% |
| Sharpe (rf = 0) | 0.64 |
| Deepest drawdown | -41.17% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 2.75% (as of 2026-10-02) |
Over the 8.3 years to 2026-10-02 the fund returned +153.04% in total (+11.88% a year), with a deepest drawdown of -41.17% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-14.83%), its best 2021 (+30.77%).
| Year | VFMFX |
|---|---|
| 2026 | +20.74% |
| 2025 | +14.50% |
| 2024 | +17.20% |
| 2023 | +17.91% |
| 2022 | -5.78% |
| 2021 | +30.77% |
| 2020 | +3.61% |
| 2019 | +21.81% |
| 2018 | -14.83% |
+153.04% in total, which works out to +11.88% a year over the 8 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -14.83% (net of fees, dividends reinvested). Its best year was 2021 (+30.77%).
-41.17%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 260 days (about 8.5 months) to climb back to the earlier peak.
Over the last 12 months it distributed 2.75% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say VFMFX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -41.17% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.