VIMCX Mutual Fund

NAV$58.09

Returns Overview

1 Month
+1.51%
3 Months
+4.89%
6 Months
+0.82%
YTD
-0.17%
1 Year
+3.13%
3 Years (annualized)
+5.56%
5 Years (annualized)
+3.02%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIMCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
-0.17%
Peer Avg (YTD)
+10.82%
vs Peers
-10.99%

VIMCX Mutual Fund Performance

VIMCX performance across multiple time periods: 1-month 1.51%, YTD -0.17%, 1-year 3.13%, 3-year 5.56%, 5-year 3.02%, 10-year 10.91%.

VIMCX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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