VMNIX Mutual Fund

VMNIX Mutual Fund

NAV$15.91
See how much of VMNIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.51%
3 Months
+5.96%
6 Months
+16.85%
YTD
+16.18%
1 Year
+24.91%
3 Years (annualized)
+14.25%
5 Years (annualized)
+14.07%
10 Years (annualized)
+5.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMNIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Spliced Market Neutral Index USD(^SPMNI)
This Mutual Fund (YTD)
+16.18%
Peer Avg (YTD)
+2.39%
vs Peers
+13.79%

VMNIX Mutual Fund Performance

VMNIX performance across multiple time periods: 1-month 1.51%, YTD 16.18%, 1-year 24.91%, 3-year 14.25%, 5-year 14.07%, 10-year 5.19%.

VMNIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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