VMPYX Mutual Fund

VMPYX Mutual Fund

NAV$8.89
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Returns Overview

1 Month
+0.68%
3 Months
+1.25%
6 Months
+0.46%
YTD
+1.46%
1 Year
+1.89%
3 Years (annualized)
+2.87%
5 Years (annualized)
+1.08%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMPYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Short-Intermediate Municipal Bond Index(BBGSIMBI)
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
-1.17%
vs Peers
+2.63%

VMPYX Mutual Fund Performance

VMPYX performance across multiple time periods: 1-month 0.68%, YTD 1.46%, 1-year 1.89%, 3-year 2.87%, 5-year 1.08%, 10-year 1.94%.

VMPYX returns outperform the peer average of -1.17% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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