VYMSX Mutual Fund

VYMSX Mutual Fund

NAV$19.28
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Returns Overview

1 Month
-3.35%
3 Months
+6.42%
6 Months
+12.76%
YTD
+16.83%
1 Year
+23.21%
3 Years (annualized)
+14.12%
5 Years (annualized)
+8.80%
10 Years (annualized)
+9.31%

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
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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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+16.83%
Peer Avg (YTD)
+9.54%
vs Peers
+7.29%

VYMSX Mutual Fund Performance

VYMSX performance across multiple time periods: 1-month -3.35%, YTD 16.83%, 1-year 23.21%, 3-year 14.12%, 5-year 8.80%, 10-year 9.31%.

VYMSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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