VELAX Mutual Fund

VELAX Mutual Fund

NAV$17.00
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Returns Overview

1 Month
+1.73%
3 Months
+4.57%
6 Months
+3.65%
YTD
+4.95%
1 Year
+7.08%
3 Years (annualized)
+11.30%
5 Years (annualized)
+7.80%

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)
+4.95%
Peer Avg (YTD)
+11.21%
vs Peers
-6.27%

VELAX Mutual Fund Performance

VELAX performance across multiple time periods: 1-month 1.73%, YTD 4.95%, 1-year 7.08%, 3-year 11.30%, 5-year 7.80%.

VELAX returns trail the peer average of 11.21% 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.