VMCIX Mutual Fund

VMCIX Mutual Fund

NAV$88.00
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Returns Overview

1 Month
+1.39%
3 Months
+4.28%
6 Months
+7.95%
YTD
+12.91%
1 Year
+14.78%
3 Years (annualized)
+16.11%
5 Years (annualized)
+7.43%
10 Years (annualized)
+11.48%

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
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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
Morningstar US Mid Cap Index(^MUSMCMCI)
This Mutual Fund (YTD)
+12.91%
Peer Avg (YTD)
+9.89%
vs Peers
+3.02%

VMCIX Mutual Fund Performance

VMCIX performance across multiple time periods: 1-month 1.39%, YTD 12.91%, 1-year 14.78%, 3-year 16.11%, 5-year 7.43%, 10-year 11.48%.

VMCIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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