VMVIX Mutual Fund

VMVIX Mutual Fund

NAV$80.24
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Returns Overview

1 Month
+3.56%
3 Months
+5.14%
6 Months
+10.75%
YTD
+16.53%
1 Year
+24.71%
3 Years (annualized)
+14.94%
5 Years (annualized)
+9.99%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMVIX 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
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🏦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
Morningstar US Mid Cap Broad Value Index
This Mutual Fund (YTD)
+16.53%
Peer Avg (YTD)
+9.54%
vs Peers
+6.99%

VMVIX Mutual Fund Performance

VMVIX performance across multiple time periods: 1-month 3.56%, YTD 16.53%, 1-year 24.71%, 3-year 14.94%, 5-year 9.99%, 10-year 10.56%.

VMVIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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