VYMSX Mutual Fund

VYMSX Mutual Fund

NAV$18.79
See how much of VYMSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.64%
3 Months
-0.80%
6 Months
+5.57%
YTD
+14.68%
1 Year
+17.33%
3 Years (annualized)
+19.20%
5 Years (annualized)
+7.91%
10 Years (annualized)
+10.41%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+14.68%
Peer Avg (YTD)
+8.01%
vs Peers
+6.68%

VYMSX Mutual Fund Performance

VYMSX performance across multiple time periods: 1-month 1.64%, YTD 14.68%, 1-year 17.33%, 3-year 19.20%, 5-year 7.91%, 10-year 10.41%.

VYMSX returns outperform the peer average of 8.01% 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.