VLMIX Mutual Fund

NAV$35.10

Returns Overview

1 Month
+2.09%
3 Months
+3.63%
6 Months
-0.59%
YTD
+2.72%
1 Year
-0.79%
3 Years (annualized)
+6.50%
5 Years (annualized)
+6.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLMIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.72%
Peer Avg (YTD)
+10.82%
vs Peers
-8.09%

VLMIX Mutual Fund Performance

VLMIX performance across multiple time periods: 1-month 2.09%, YTD 2.72%, 1-year -0.79%, 3-year 6.50%, 5-year 6.46%.

VLMIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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