VMNIX Mutual Fund

VMNIX Mutual Fund

NAV$17.19
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Returns Overview

1 Month
+4.09%
3 Months
+3.83%
6 Months
+12.52%
YTD
+18.74%
1 Year
+21.17%
3 Years (annualized)
+7.28%
5 Years (annualized)
+9.79%
10 Years (annualized)
+3.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMNIX 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
Spliced Market Neutral Index USD(^SPMNI)
This Mutual Fund (YTD)
+18.74%
Peer Avg (YTD)
+5.41%
vs Peers
+13.32%

VMNIX Mutual Fund Performance

VMNIX performance across multiple time periods: 1-month 4.09%, YTD 18.74%, 1-year 21.17%, 3-year 7.28%, 5-year 9.79%, 10-year 3.18%.

VMNIX returns outperform the peer average of 5.41% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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