VIMAX Mutual Fund

VIMAX Mutual Fund

NAV$401.10
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Returns Overview

1 Month
+1.38%
3 Months
+4.27%
6 Months
+7.93%
YTD
+12.90%
1 Year
+14.76%
3 Years (annualized)
+16.09%
5 Years (annualized)
+7.41%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIMAX 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 Index(^MUSMCMCI)
This Mutual Fund (YTD)
+12.90%
Peer Avg (YTD)
+9.89%
vs Peers
+3.01%

VIMAX Mutual Fund Performance

VIMAX performance across multiple time periods: 1-month 1.38%, YTD 12.90%, 1-year 14.76%, 3-year 16.09%, 5-year 7.41%, 10-year 11.45%.

VIMAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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