VYMSX Mutual Fund

VYMSX Mutual Fund

NAV$18.52
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Returns Overview

1 Month
-3.33%
3 Months
-5.67%
6 Months
+15.98%
YTD
+12.83%
1 Year
+15.38%
3 Years (annualized)
+15.58%
5 Years (annualized)
+8.53%
10 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VYMSX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+12.83%
Peer Avg (YTD)
+6.73%
vs Peers
+6.11%

VYMSX Mutual Fund Performance

VYMSX performance across multiple time periods: 1-month -3.33%, YTD 12.83%, 1-year 15.38%, 3-year 15.58%, 5-year 8.53%, 10-year 10.28%.

VYMSX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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