VMCRX Mutual Fund

VMCRX Mutual Fund

NAV$5.35
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Returns Overview

1 Month
+0.77%
3 Months
-0.30%
6 Months
+6.13%
YTD
+6.70%
1 Year
+2.19%
3 Years (annualized)
+10.88%
5 Years (annualized)
+2.84%
10 Years (annualized)
+10.92%

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
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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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+9.89%
vs Peers
-3.19%

VMCRX Mutual Fund Performance

VMCRX performance across multiple time periods: 1-month 0.77%, YTD 6.70%, 1-year 2.19%, 3-year 10.88%, 5-year 2.84%, 10-year 10.92%.

VMCRX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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