VMVLX Mutual Fund

VMVLX Mutual Fund

NAV$333.88
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Returns Overview

1 Month
-0.20%
3 Months
+6.83%
6 Months
+10.72%
YTD
+16.76%
1 Year
+26.99%
3 Years (annualized)
+17.42%
5 Years (annualized)
+12.68%
10 Years (annualized)
+12.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMVLX 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
Spliced Mega Cap Value Index(^SPMCVI)
This Mutual Fund (YTD)
+16.76%
Peer Avg (YTD)
+11.41%
vs Peers
+5.35%

VMVLX Mutual Fund Performance

VMVLX performance across multiple time periods: 1-month -0.20%, YTD 16.76%, 1-year 26.99%, 3-year 17.42%, 5-year 12.68%, 10-year 12.72%.

VMVLX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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