VMCRX Mutual Fund

NAV$5.26

Returns Overview

1 Month
+4.37%
3 Months
+21.05%
6 Months
+11.69%
YTD
+10.11%
1 Year
+9.89%
3 Years (annualized)
+12.81%
5 Years (annualized)
+4.87%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMCRX 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)
+10.11%
Peer Avg (YTD)
+10.82%
vs Peers
-0.71%

VMCRX Mutual Fund Performance

VMCRX performance across multiple time periods: 1-month 4.37%, YTD 10.11%, 1-year 9.89%, 3-year 12.81%, 5-year 4.87%, 10-year 11.82%.

VMCRX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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