VYMSX Mutual Fund

NAV$19.14

Returns Overview

1 Month
+5.96%
3 Months
+22.95%
6 Months
+20.89%
YTD
+19.62%
1 Year
+28.79%
3 Years (annualized)
+16.96%
5 Years (annualized)
+9.89%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VYMSX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+19.62%
Peer Avg (YTD)
+10.82%
vs Peers
+8.80%

VYMSX Mutual Fund Performance

VYMSX performance across multiple time periods: 1-month 5.96%, YTD 19.62%, 1-year 28.79%, 3-year 16.96%, 5-year 9.89%, 10-year 10.15%.

VYMSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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