VEDTX Mutual Fund

VEDTX Mutual Fund

NAV$18.33
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Returns Overview

1 Month
-8.68%
3 Months
-5.99%
6 Months
-6.11%
YTD
-6.02%
1 Year
-4.55%
3 Years (annualized)
-6.41%
5 Years (annualized)
-12.60%
10 Years (annualized)
-4.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEDTX 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
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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)
-6.02%
Peer Avg (YTD)
+0.12%
vs Peers
-6.14%

VEDTX Mutual Fund Performance

VEDTX performance across multiple time periods: 1-month -8.68%, YTD -6.02%, 1-year -4.55%, 3-year -6.41%, 5-year -12.60%, 10-year -4.72%.

VEDTX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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