Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VMCVX (MID CAP VALUE FUND MID CAP VALUE FUND) | NA | 9.30% | 12.00% | 8.42% | 10.61% | 7.26% | 7.13% | … | … |
Data as of 03/02/2022, Common starting date is 11/25/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMCVX (MID CAP VALUE FUND MID CAP VALUE FUND) | 11/25/1998 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.30 | 12.00 | 8.42 | 10.61 | 7.26 | 7.13 | … | … | -5.00 | 20.05 | 3.64 | 30.15 | -15.02 | 14.47 | 14.06 | -1.41 | 6.72 | 34.39 | 21.78 | -8.79 | 22.33 | 36.78 | -38.76 | 1.99 | 6.23 | 1.43 | 6.64 | 43.37 | -13.96 | -1.83 | 28.97 | 22.22 | 1.77 |
| Sharpe Ratio | NA | 0.58 | 0.41 | 0.33 | 0.53 | NA | NA | … | … | -0.95 | 2.00 | 0.08 | 2.18 | -1.04 | 1.53 | 0.86 | -0.09 | 0.52 | 2.70 | 1.45 | -0.31 | 1.02 | 1.13 | -0.96 | -0.05 | 0.19 | -0.05 | 0.37 | 2.71 | -0.66 | -0.28 | 1.43 | 0.47 | 1.18 |
| Standard Deviation(%) | NA | 15.92 | 27.78 | 23.05 | 19.23 | NA | NA | … | … | 28.71 | 16.18 | 42.90 | 13.21 | 15.66 | 9.10 | 16.09 | 15.26 | 12.89 | 12.72 | 15.11 | 28.05 | 21.77 | 32.35 | 41.06 | 20.15 | 15.42 | 13.38 | 15.24 | 15.76 | 22.75 | 15.12 | 17.40 | 40.22 | 14.47 |
| Draw Down(%) | NA | 7.07 | 44.04 | 44.04 | 44.04 | NA | NA | … | … | 7.07 | 6.18 | 44.04 | 6.99 | 23.33 | 4.83 | 14.67 | 12.57 | 12.50 | 5.50 | 12.25 | 28.85 | 18.11 | 28.57 | 52.77 | 16.02 | 10.41 | 9.17 | 9.29 | 14.01 | 33.45 | 19.17 | 8.53 | 29.60 | 3.31 |
| Yield(%) | 0.00 | 1.10 | 8.48 | 7.56 | 9.31 | 6.45 | 6.69 | … | … | 0.00 | 1.23 | 5.85 | 21.91 | 7.79 | 6.69 | 14.86 | 10.36 | 6.53 | 0.00 | 0.48 | 0.45 | 0.86 | 1.39 | 1.94 | 9.38 | 0.38 | 0.05 | 0.17 | 0.11 | 0.21 | 3.77 | 5.43 | 28.46 | 2.57 |
Data as of 03/02/2022, Common starting date is 11/25/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMCVX (MID CAP VALUE FUND MID CAP VALUE FUND) |
-19.92%
Feb 2006 – Feb 2009 |
-10.69%
Feb 2004 – Feb 2009 |
1.07%
Feb 1999 – Feb 2009 |
3.85%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMCVX (MID CAP VALUE FUND MID CAP VALUE FUND) |
28.20%
Feb 2009 – Feb 2012 |
25.60%
Feb 2009 – Feb 2014 |
15.16%
Feb 2009 – Feb 2019 |
9.16%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart