VMVIX Mutual Fund

VMVIX Mutual Fund

NAV$80.29
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Returns Overview

1 Month
-5.27%
3 Months
-1.04%
6 Months
+6.57%
YTD
+10.26%
1 Year
+13.64%
3 Years (annualized)
+16.80%
5 Years (annualized)
+9.50%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMVIX 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)
+10.26%
Peer Avg (YTD)
+6.72%
vs Peers
+3.54%

VMVIX Mutual Fund Performance

VMVIX performance across multiple time periods: 1-month -5.27%, YTD 10.26%, 1-year 13.64%, 3-year 16.80%, 5-year 9.50%, 10-year 10.55%.

VMVIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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