VMCCX Mutual Fund

VMCCX Mutual Fund

NAV$46.15
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Returns Overview

1 Month
-4.76%
3 Months
-5.90%
6 Months
-1.55%
YTD
-6.52%
1 Year
-8.13%
3 Years (annualized)
+2.77%
5 Years (annualized)
+0.59%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMCCX 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)
-6.52%
Peer Avg (YTD)
+6.72%
vs Peers
-13.24%

VMCCX Mutual Fund Performance

VMCCX performance across multiple time periods: 1-month -4.76%, YTD -6.52%, 1-year -8.13%, 3-year 2.77%, 5-year 0.59%, 10-year 9.14%.

VMCCX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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