VEIRX Mutual Fund

VEIRX Mutual Fund

NAV$100.93
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Returns Overview

1 Month
+3.40%
3 Months
+3.15%
6 Months
+7.65%
YTD
+11.86%
1 Year
+21.53%
3 Years (annualized)
+15.63%
5 Years (annualized)
+11.81%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEIRX 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)
+11.86%
Peer Avg (YTD)
+11.41%
vs Peers
+0.45%

VEIRX Mutual Fund Performance

VEIRX performance across multiple time periods: 1-month 3.40%, YTD 11.86%, 1-year 21.53%, 3-year 15.63%, 5-year 11.81%, 10-year 11.90%.

VEIRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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