VEDIX Mutual Fund

VEDIX Mutual Fund

NAV$46.34
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Returns Overview

1 Month
+1.11%
3 Months
-4.54%
6 Months
-10.92%
YTD
-4.92%
1 Year
-2.12%
3 Years (annualized)
-3.89%
5 Years (annualized)
-12.15%
10 Years (annualized)
-4.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEDIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury STRIPS 20-30 Year Equal Par Bond Index
This Mutual Fund (YTD)
-4.92%
Peer Avg (YTD)
+2.15%
vs Peers
-7.07%

VEDIX Mutual Fund Performance

VEDIX performance across multiple time periods: 1-month 1.11%, YTD -4.92%, 1-year -2.12%, 3-year -3.89%, 5-year -12.15%, 10-year -4.33%.

VEDIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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