VEITX Mutual Fund

NAV$17.17

Returns Overview

1 Month
-3.29%
3 Months
+3.72%
6 Months
+3.12%
YTD
+2.72%
1 Year
+13.48%
3 Years (annualized)
+13.64%
5 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEITX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+2.72%
Peer Avg (YTD)
+9.13%
vs Peers
-6.41%

VEITX Mutual Fund Performance

VEITX performance across multiple time periods: 1-month -3.29%, YTD 2.72%, 1-year 13.48%, 3-year 13.64%, 5-year 7.80%.

VEITX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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