VMFVX Mutual Fund

VMFVX Mutual Fund

NAV$438.45
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Returns Overview

1 Month
-0.87%
3 Months
+3.44%
6 Months
+5.33%
YTD
+12.28%
1 Year
+14.44%
3 Years (annualized)
+13.02%
5 Years (annualized)
+8.50%
10 Years (annualized)
+10.36%

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
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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
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+12.28%
Peer Avg (YTD)
+9.89%
vs Peers
+2.39%

VMFVX Mutual Fund Performance

VMFVX performance across multiple time periods: 1-month -0.87%, YTD 12.28%, 1-year 14.44%, 3-year 13.02%, 5-year 8.50%, 10-year 10.36%.

VMFVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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