VEIPX Mutual Fund

NAV$49.93

Returns Overview

1 Month
-1.23%
3 Months
+6.04%
6 Months
+7.62%
YTD
+6.82%
1 Year
+17.72%
3 Years (annualized)
+13.82%
5 Years (annualized)
+10.00%
10 Years (annualized)
+11.23%

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
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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+6.82%
Peer Avg (YTD)
+9.49%
vs Peers
-2.67%

VEIPX Mutual Fund Performance

VEIPX performance across multiple time periods: 1-month -1.23%, YTD 6.82%, 1-year 17.72%, 3-year 13.82%, 5-year 10.00%, 10-year 11.23%.

VEIPX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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