VMVAX Mutual Fund

NAV$107.07

Returns Overview

1 Month
+1.66%
3 Months
+7.24%
6 Months
+12.07%
YTD
+10.99%
1 Year
+22.06%
3 Years (annualized)
+14.95%
5 Years (annualized)
+9.35%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMVAX 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
CRSP US Mid Cap Value Index(CRSPMIV1)
This Mutual Fund (YTD)
+10.99%
Peer Avg (YTD)
+10.82%
vs Peers
+0.17%

VMVAX Mutual Fund Performance

VMVAX performance across multiple time periods: 1-month 1.66%, YTD 10.99%, 1-year 22.06%, 3-year 14.95%, 5-year 9.35%, 10-year 10.73%.

VMVAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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