VIMAX Mutual Fund

VIMAX Mutual Fund

NAV$401.43
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Returns Overview

1 Month
-4.42%
3 Months
-2.68%
6 Months
+9.54%
YTD
+7.91%
1 Year
+7.95%
3 Years (annualized)
+16.09%
5 Years (annualized)
+7.41%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIMAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Mid Cap Index(^MUSMCMCI)
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+6.72%
vs Peers
+1.19%

VIMAX Mutual Fund Performance

VIMAX performance across multiple time periods: 1-month -4.42%, YTD 7.91%, 1-year 7.95%, 3-year 16.09%, 5-year 7.41%, 10-year 11.45%.

VIMAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

VIMAX vs another fund shows side-by-side returns. VIMAX alternatives are available in the Mutual Fund Screener.