VMINX Mutual Fund

NAV$11.62

Returns Overview

1 Month
+1.13%
3 Months
+3.10%
6 Months
+3.30%
YTD
+3.21%
1 Year
+7.55%
3 Years (annualized)
+3.75%
5 Years (annualized)
+0.50%
10 Years (annualized)
+2.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMINX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Municipal Bond 5+ Year Investment Grade Index(^SAPI5Y:SP)
This Mutual Fund (YTD)
+3.21%
Peer Avg (YTD)
+1.79%
vs Peers
+1.43%

VMINX Mutual Fund Performance

VMINX performance across multiple time periods: 1-month 1.13%, YTD 3.21%, 1-year 7.55%, 3-year 3.75%, 5-year 0.50%, 10-year 2.02%.

VMINX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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