VEDIX Mutual Fund

NAV$50.37

Returns Overview

1 Month
+1.99%
3 Months
+1.28%
6 Months
+0.85%
YTD
+1.59%
1 Year
+1.51%
3 Years (annualized)
-4.60%
5 Years (annualized)
-10.18%
10 Years (annualized)
-3.53%

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
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
Bloomberg US Treasury STRIPS 20-30 Year Equal Par Bond Index
This Mutual Fund (YTD)
+1.59%
Peer Avg (YTD)
+3.23%
vs Peers
-1.64%

VEDIX Mutual Fund Performance

VEDIX performance across multiple time periods: 1-month 1.99%, YTD 1.59%, 1-year 1.51%, 3-year -4.60%, 5-year -10.18%, 10-year -3.53%.

VEDIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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