VMCRX Mutual Fund

VMCRX Mutual Fund

NAV$4.74
See how much of VMCRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.78%
3 Months
-5.78%
6 Months
-0.42%
YTD
-0.24%
1 Year
-4.37%
3 Years (annualized)
+11.88%
5 Years (annualized)
+1.03%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMCRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
-0.24%
Peer Avg (YTD)
+10.76%
vs Peers
-11.00%

VMCRX Mutual Fund Performance

VMCRX performance across multiple time periods: 1-month -5.78%, YTD -0.24%, 1-year -4.37%, 3-year 11.88%, 5-year 1.03%, 10-year 10.60%.

VMCRX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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