VMCIX Mutual Fund

NAV$89.89

Returns Overview

1 Month
+2.07%
3 Months
+12.19%
6 Months
+11.50%
YTD
+10.52%
1 Year
+16.39%
3 Years (annualized)
+15.20%
5 Years (annualized)
+7.88%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMCIX 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
CRSP US Mid Cap Index(CRSPMI1)
This Mutual Fund (YTD)
+10.52%
Peer Avg (YTD)
+10.82%
vs Peers
-0.29%

VMCIX Mutual Fund Performance

VMCIX performance across multiple time periods: 1-month 2.07%, YTD 10.52%, 1-year 16.39%, 3-year 15.20%, 5-year 7.88%, 10-year 11.75%.

VMCIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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