VMCPX Mutual Fund

VMCPX Mutual Fund

NAV$437.34
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Returns Overview

1 Month
-4.43%
3 Months
-2.67%
6 Months
+9.54%
YTD
+7.92%
1 Year
+7.97%
3 Years (annualized)
+16.12%
5 Years (annualized)
+7.44%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMCPX 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)
+7.92%
Peer Avg (YTD)
+6.72%
vs Peers
+1.20%

VMCPX Mutual Fund Performance

VMCPX performance across multiple time periods: 1-month -4.43%, YTD 7.92%, 1-year 7.97%, 3-year 16.12%, 5-year 7.44%, 10-year 11.48%.

VMCPX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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