VIMCX Mutual Fund

VIMCX Mutual Fund

NAV$56.80
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Returns Overview

1 Month
+0.14%
3 Months
-1.65%
6 Months
-2.46%
YTD
+0.96%
1 Year
-0.24%
3 Years (annualized)
+4.39%
5 Years (annualized)
+2.16%
10 Years (annualized)
+10.53%

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)
+0.96%
Peer Avg (YTD)
+9.54%
vs Peers
-8.58%

VIMCX Mutual Fund Performance

VIMCX performance across multiple time periods: 1-month 0.14%, YTD 0.96%, 1-year -0.24%, 3-year 4.39%, 5-year 2.16%, 10-year 10.53%.

VIMCX returns trail the peer average of 9.54% 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.