VIMCX Mutual Fund

VIMCX Mutual Fund

NAV$55.09
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Returns Overview

1 Month
-4.68%
3 Months
-5.66%
6 Months
-1.05%
YTD
-5.83%
1 Year
-7.21%
3 Years (annualized)
+3.80%
5 Years (annualized)
+1.60%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIMCX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
-5.83%
Peer Avg (YTD)
+6.72%
vs Peers
-12.55%

VIMCX Mutual Fund Performance

VIMCX performance across multiple time periods: 1-month -4.68%, YTD -5.83%, 1-year -7.21%, 3-year 3.80%, 5-year 1.60%, 10-year 10.24%.

VIMCX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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