VMCTX Mutual Fund

NAV$559.51

Returns Overview

1 Month
-1.76%
3 Months
+15.78%
6 Months
+9.34%
YTD
+9.27%
1 Year
+22.64%
3 Years (annualized)
+21.78%
5 Years (annualized)
+13.86%
10 Years (annualized)
+16.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMCTX 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
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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
Spliced Mega Cap Index
This Mutual Fund (YTD)
+9.27%
Peer Avg (YTD)
+9.51%
vs Peers
-0.24%

VMCTX Mutual Fund Performance

VMCTX performance across multiple time periods: 1-month -1.76%, YTD 9.27%, 1-year 22.64%, 3-year 21.78%, 5-year 13.86%, 10-year 16.19%.

VMCTX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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