VMVFX Mutual Fund

NAV$17.65

Returns Overview

1 Month
+1.00%
3 Months
+6.10%
6 Months
+9.13%
YTD
+9.06%
1 Year
+13.36%
3 Years (annualized)
+13.23%
5 Years (annualized)
+8.42%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMVFX 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

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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
FTSE Global All Cap Index Hedged(^FTSEGACIH)
This Mutual Fund (YTD)
+9.06%
Peer Avg (YTD)
+9.49%
vs Peers
-0.43%

VMVFX Mutual Fund Performance

VMVFX performance across multiple time periods: 1-month 1.00%, YTD 9.06%, 1-year 13.36%, 3-year 13.23%, 5-year 8.42%, 10-year 8.14%.

VMVFX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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