VEIPX Mutual Fund

VEIPX Mutual Fund

NAV$49.70
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Returns Overview

1 Month
+3.40%
3 Months
+3.16%
6 Months
+7.63%
YTD
+11.81%
1 Year
+21.44%
3 Years (annualized)
+15.54%
5 Years (annualized)
+11.71%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEIPX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+11.81%
Peer Avg (YTD)
+11.41%
vs Peers
+0.40%

VEIPX Mutual Fund Performance

VEIPX performance across multiple time periods: 1-month 3.40%, YTD 11.81%, 1-year 21.44%, 3-year 15.54%, 5-year 11.71%, 10-year 11.35%.

VEIPX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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