VVMCX Mutual Fund

VVMCX Mutual Fund

NAV$17.17
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Returns Overview

1 Month
-6.27%
3 Months
-5.64%
6 Months
+8.07%
YTD
-6.01%
1 Year
+10.11%
3 Years (annualized)
+0.49%
5 Years (annualized)
-2.72%
10 Years (annualized)
-0.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVMCX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
-6.01%
Peer Avg (YTD)
+6.73%
vs Peers
-12.73%

VVMCX Mutual Fund Performance

VVMCX performance across multiple time periods: 1-month -6.27%, YTD -6.01%, 1-year 10.11%, 3-year 0.49%, 5-year -2.72%, 10-year -0.50%.

VVMCX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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