VMACX Mutual Fund

NAV$57.49

Returns Overview

1 Month
+1.49%
3 Months
+4.82%
6 Months
+0.69%
YTD
-0.30%
1 Year
+3.01%
3 Years (annualized)
+5.32%
5 Years (annualized)
+2.78%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMACX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
-0.30%
Peer Avg (YTD)
+10.82%
vs Peers
-11.12%

VMACX Mutual Fund Performance

VMACX performance across multiple time periods: 1-month 1.49%, YTD -0.30%, 1-year 3.01%, 3-year 5.32%, 5-year 2.78%, 10-year 10.64%.

VMACX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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