VMVLX Mutual Fund

VMVLX Mutual Fund

NAV$324.17
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Returns Overview

1 Month
-3.67%
3 Months
-1.52%
6 Months
+11.52%
YTD
+14.15%
1 Year
+18.76%
3 Years (annualized)
+19.40%
5 Years (annualized)
+12.91%
10 Years (annualized)
+12.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMVLX 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
Spliced Mega Cap Value Index(^SPMCVI)
This Mutual Fund (YTD)
+14.15%
Peer Avg (YTD)
+10.00%
vs Peers
+4.15%

VMVLX Mutual Fund Performance

VMVLX performance across multiple time periods: 1-month -3.67%, YTD 14.15%, 1-year 18.76%, 3-year 19.40%, 5-year 12.91%, 10-year 12.98%.

VMVLX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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