VIMCX Mutual Fund

VIMCX Mutual Fund

NAV$59.27
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Returns Overview

1 Month
+4.54%
3 Months
-1.52%
6 Months
-3.14%
YTD
-1.55%
1 Year
-0.67%
3 Years (annualized)
+7.64%
5 Years (annualized)
+1.23%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIMCX 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 Index(^RMCC)
This Mutual Fund (YTD)
-1.55%
Peer Avg (YTD)
+8.01%
vs Peers
-9.56%

VIMCX Mutual Fund Performance

VIMCX performance across multiple time periods: 1-month 4.54%, YTD -1.55%, 1-year -0.67%, 3-year 7.64%, 5-year 1.23%, 10-year 10.57%.

VIMCX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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