VMCPX Mutual Fund

VMCPX Mutual Fund

NAV$448.63
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Returns Overview

1 Month
+0.44%
3 Months
+4.63%
6 Months
+9.69%
YTD
+12.35%
1 Year
+14.60%
3 Years (annualized)
+14.05%
5 Years (annualized)
+7.70%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMCPX 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)
+12.35%
Peer Avg (YTD)
+9.54%
vs Peers
+2.81%

VMCPX Mutual Fund Performance

VMCPX performance across multiple time periods: 1-month 0.44%, YTD 12.35%, 1-year 14.60%, 3-year 14.05%, 5-year 7.70%, 10-year 11.30%.

VMCPX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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