VMCPX Mutual Fund

NAV$446.41

Returns Overview

1 Month
+2.07%
3 Months
+12.19%
6 Months
+11.50%
YTD
+10.53%
1 Year
+16.40%
3 Years (annualized)
+15.21%
5 Years (annualized)
+7.89%
10 Years (annualized)
+11.76%

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
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)
+10.53%
Peer Avg (YTD)
+10.82%
vs Peers
-0.29%

VMCPX Mutual Fund Performance

VMCPX performance across multiple time periods: 1-month 2.07%, YTD 10.53%, 1-year 16.40%, 3-year 15.21%, 5-year 7.89%, 10-year 11.76%.

VMCPX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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