VLMIX Mutual Fund

VLMIX Mutual Fund

NAV$32.97
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Returns Overview

1 Month
+0.50%
3 Months
-5.58%
6 Months
-5.36%
YTD
-5.38%
1 Year
-5.76%
3 Years (annualized)
+6.64%
5 Years (annualized)
+3.63%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLMIX 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
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📉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)
-5.38%
Peer Avg (YTD)
+8.01%
vs Peers
-13.39%

VLMIX Mutual Fund Performance

VLMIX performance across multiple time periods: 1-month 0.50%, YTD -5.38%, 1-year -5.76%, 3-year 6.64%, 5-year 3.63%, 10-year 11.75%.

VLMIX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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