VELAX Mutual Fund

VELAX Mutual Fund

NAV$17.74
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Returns Overview

1 Month
+4.40%
3 Months
+2.85%
6 Months
+2.00%
YTD
+3.16%
1 Year
+8.52%
3 Years (annualized)
+10.11%
5 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VELAX 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
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📉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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.16%
Peer Avg (YTD)
+9.41%
vs Peers
-6.25%

VELAX Mutual Fund Performance

VELAX performance across multiple time periods: 1-month 4.40%, YTD 3.16%, 1-year 8.52%, 3-year 10.11%, 5-year 7.93%.

VELAX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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