VMVFX Mutual Fund

VMVFX Mutual Fund

NAV$17.49
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Returns Overview

1 Month
-2.35%
3 Months
-1.10%
6 Months
+4.93%
YTD
+7.86%
1 Year
+9.17%
3 Years (annualized)
+13.91%
5 Years (annualized)
+8.22%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMVFX 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
FTSE Global All Cap Index Hedged(^FTSEGACIH)
This Mutual Fund (YTD)
+7.86%
Peer Avg (YTD)
+10.00%
vs Peers
-2.14%

VMVFX Mutual Fund Performance

VMVFX performance across multiple time periods: 1-month -2.35%, YTD 7.86%, 1-year 9.17%, 3-year 13.91%, 5-year 8.22%, 10-year 8.14%.

VMVFX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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