VMFVX Mutual Fund

NAV$463.45

Returns Overview

1 Month
+4.10%
3 Months
+11.88%
6 Months
+12.99%
YTD
+11.74%
1 Year
+21.68%
3 Years (annualized)
+13.45%
5 Years (annualized)
+9.10%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMFVX 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
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+11.74%
Peer Avg (YTD)
+10.82%
vs Peers
+0.92%

VMFVX Mutual Fund Performance

VMFVX performance across multiple time periods: 1-month 4.10%, YTD 11.74%, 1-year 21.68%, 3-year 13.45%, 5-year 9.10%, 10-year 10.98%.

VMFVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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