VIMSX Mutual Fund

VIMSX Mutual Fund

NAV$89.36
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Returns Overview

1 Month
+3.88%
3 Months
+0.68%
6 Months
+5.63%
YTD
+13.38%
1 Year
+13.16%
3 Years (annualized)
+19.56%
5 Years (annualized)
+6.67%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIMSX 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
Morningstar US Mid Cap Index(^MUSMCMCI)
This Mutual Fund (YTD)
+13.38%
Peer Avg (YTD)
+10.76%
vs Peers
+2.62%

VIMSX Mutual Fund Performance

VIMSX performance across multiple time periods: 1-month 3.88%, YTD 13.38%, 1-year 13.16%, 3-year 19.56%, 5-year 6.67%, 10-year 11.55%.

VIMSX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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