VMCIX Mutual Fund

VMCIX Mutual Fund

NAV$89.54
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Returns Overview

1 Month
+3.89%
3 Months
+1.04%
6 Months
+6.05%
YTD
+12.52%
1 Year
+13.68%
3 Years (annualized)
+19.85%
5 Years (annualized)
+6.88%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMCIX 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)
+12.52%
Peer Avg (YTD)
+15.62%
vs Peers
-3.10%

VMCIX Mutual Fund Performance

VMCIX performance across multiple time periods: 1-month 3.89%, YTD 12.52%, 1-year 13.68%, 3-year 19.85%, 5-year 6.88%, 10-year 11.73%.

VMCIX returns trail the peer average of 15.62% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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