VIMSX Mutual Fund

VIMSX Mutual Fund

NAV$88.51
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Returns Overview

1 Month
-4.40%
3 Months
-2.67%
6 Months
+9.51%
YTD
+7.85%
1 Year
+7.86%
3 Years (annualized)
+15.96%
5 Years (annualized)
+7.28%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIMSX 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)
+7.85%
Peer Avg (YTD)
+6.72%
vs Peers
+1.13%

VIMSX Mutual Fund Performance

VIMSX performance across multiple time periods: 1-month -4.40%, YTD 7.85%, 1-year 7.86%, 3-year 15.96%, 5-year 7.28%, 10-year 11.32%.

VIMSX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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