VVMCX Mutual Fund

NAV$18.17

Returns Overview

1 Month
+5.91%
3 Months
+14.53%
6 Months
+16.22%
YTD
+15.31%
1 Year
+22.53%
3 Years (annualized)
+14.35%
5 Years (annualized)
+9.72%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVMCX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+15.31%
Peer Avg (YTD)
+10.82%
vs Peers
+4.49%

VVMCX Mutual Fund Performance

VVMCX performance across multiple time periods: 1-month 5.91%, YTD 15.31%, 1-year 22.53%, 3-year 14.35%, 5-year 9.72%, 10-year 10.70%.

VVMCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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