VMVLX Mutual Fund

NAV$330.32

Returns Overview

1 Month
+3.73%
3 Months
+12.74%
6 Months
+16.47%
YTD
+15.40%
1 Year
+26.60%
3 Years (annualized)
+18.85%
5 Years (annualized)
+12.98%
10 Years (annualized)
+13.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMVLX 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
Spliced Mega Cap Value Index(^SPMCVI)
This Mutual Fund (YTD)
+15.40%
Peer Avg (YTD)
+9.49%
vs Peers
+5.91%

VMVLX Mutual Fund Performance

VMVLX performance across multiple time periods: 1-month 3.73%, YTD 15.40%, 1-year 26.60%, 3-year 18.85%, 5-year 12.98%, 10-year 13.04%.

VMVLX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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