VMVAX Mutual Fund

VMVAX Mutual Fund

NAV$105.63
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Returns Overview

1 Month
-5.30%
3 Months
-1.05%
6 Months
+6.59%
YTD
+10.32%
1 Year
+13.73%
3 Years (annualized)
+16.94%
5 Years (annualized)
+9.63%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMVAX 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 Broad Value Index
This Mutual Fund (YTD)
+10.32%
Peer Avg (YTD)
+6.72%
vs Peers
+3.59%

VMVAX Mutual Fund Performance

VMVAX performance across multiple time periods: 1-month -5.30%, YTD 10.32%, 1-year 13.73%, 3-year 16.94%, 5-year 9.63%, 10-year 10.68%.

VMVAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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