VMSIX Mutual Fund

VMSIX Mutual Fund

NAV$8.86
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Returns Overview

1 Month
-2.28%
3 Months
-2.03%
6 Months
-0.13%
YTD
-0.59%
1 Year
+0.98%
3 Years (annualized)
+7.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMSIX 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
Bloomberg US High Yield Corporate Ba/B 2 Issuer Cap Index
This Mutual Fund (YTD)
-0.59%
Peer Avg (YTD)
+0.50%
vs Peers
-1.09%

VMSIX Mutual Fund Performance

VMSIX performance across multiple time periods: 1-month -2.28%, YTD -0.59%, 1-year 0.98%, 3-year 7.01%.

VMSIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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