VIMSX Mutual Fund

NAV$89.71

Returns Overview

1 Month
+2.10%
3 Months
+12.20%
6 Months
+11.08%
YTD
+10.12%
1 Year
+15.87%
3 Years (annualized)
+14.93%
5 Years (annualized)
+7.67%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIMSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
CRSP US Mid Cap Index(CRSPMI1)
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+10.82%
vs Peers
-0.69%

VIMSX Mutual Fund Performance

VIMSX performance across multiple time periods: 1-month 2.10%, YTD 10.12%, 1-year 15.87%, 3-year 14.93%, 5-year 7.67%, 10-year 11.56%.

VIMSX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

VIMSX performance comparison shows side-by-side returns with another fund. VIMSX alternatives are available in the Mutual Fund Screener.