VMIAX Mutual Fund

VMIAX Mutual Fund

NAV$113.15
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Returns Overview

1 Month
-7.70%
3 Months
-4.71%
6 Months
-2.90%
YTD
+4.23%
1 Year
+7.66%
3 Years (annualized)
+10.78%
5 Years (annualized)
+6.63%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMIAX 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
MSCI US Investable Market 2500 Index
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
+7.76%
vs Peers
-3.53%

VMIAX Mutual Fund Performance

VMIAX performance across multiple time periods: 1-month -7.70%, YTD 4.23%, 1-year 7.66%, 3-year 10.78%, 5-year 6.63%, 10-year 10.12%.

VMIAX returns trail the peer average of 7.76% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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