VMGMX Mutual Fund

NAV$132.25

Returns Overview

1 Month
+2.62%
3 Months
+19.08%
6 Months
+10.02%
YTD
+9.23%
1 Year
+8.36%
3 Years (annualized)
+14.93%
5 Years (annualized)
+6.04%
10 Years (annualized)
+12.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMGMX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
CRSP US Mid Cap Growth Index(CRSPMIG1)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+10.82%
vs Peers
-1.59%

VMGMX Mutual Fund Performance

VMGMX performance across multiple time periods: 1-month 2.62%, YTD 9.23%, 1-year 8.36%, 3-year 14.93%, 5-year 6.04%, 10-year 12.42%.

VMGMX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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