VMCCX Mutual Fund

NAV$49.16

Returns Overview

1 Month
+2.14%
3 Months
-1.74%
6 Months
-3.00%
YTD
+0.41%
1 Year
+2.83%
3 Years (annualized)
+4.63%
5 Years (annualized)
+2.07%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMCCX 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)
+0.41%
Peer Avg (YTD)
+10.82%
vs Peers
-10.41%

VMCCX Mutual Fund Performance

VMCCX performance across multiple time periods: 1-month 2.14%, YTD 0.41%, 1-year 2.83%, 3-year 4.63%, 5-year 2.07%, 10-year 9.85%.

VMCCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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