VLMIX Mutual Fund

VLMIX Mutual Fund

NAV$32.46
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Returns Overview

1 Month
-5.02%
3 Months
-7.56%
6 Months
-0.12%
YTD
-5.85%
1 Year
-8.45%
3 Years (annualized)
+5.39%
5 Years (annualized)
+4.65%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLMIX 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
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📉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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
-5.85%
Peer Avg (YTD)
+6.72%
vs Peers
-12.58%

VLMIX Mutual Fund Performance

VLMIX performance across multiple time periods: 1-month -5.02%, YTD -5.85%, 1-year -8.45%, 3-year 5.39%, 5-year 4.65%, 10-year 11.75%.

VLMIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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