VMIAX Mutual Fund

NAV$118.66

Returns Overview

1 Month
-1.23%
3 Months
+1.90%
6 Months
+11.14%
YTD
+9.39%
1 Year
+19.28%
3 Years (annualized)
+9.70%
5 Years (annualized)
+6.67%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMIAX 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
MSCI US Investable Market 2500 Index
This Mutual Fund (YTD)
+9.39%
Peer Avg (YTD)
-2.18%
vs Peers
+11.57%

VMIAX Mutual Fund Performance

VMIAX performance across multiple time periods: 1-month -1.23%, YTD 9.39%, 1-year 19.28%, 3-year 9.70%, 5-year 6.67%, 10-year 10.37%.

VMIAX returns outperform the peer average of -2.18% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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