VMFVX Mutual Fund

VMFVX Mutual Fund

NAV$439.68
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Returns Overview

1 Month
-5.61%
3 Months
-6.20%
6 Months
+4.93%
YTD
+4.81%
1 Year
+8.16%
3 Years (annualized)
+13.02%
5 Years (annualized)
+8.50%
10 Years (annualized)
+10.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMFVX 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
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+4.81%
Peer Avg (YTD)
+6.72%
vs Peers
-1.92%

VMFVX Mutual Fund Performance

VMFVX performance across multiple time periods: 1-month -5.61%, YTD 4.81%, 1-year 8.16%, 3-year 13.02%, 5-year 8.50%, 10-year 10.36%.

VMFVX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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