VELIX Mutual Fund

VELIX Mutual Fund

NAV$17.09
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Returns Overview

1 Month
+1.71%
3 Months
+4.58%
6 Months
+3.73%
YTD
+5.08%
1 Year
+7.30%
3 Years (annualized)
+11.58%
5 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VELIX 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)
+5.08%
Peer Avg (YTD)
+11.21%
vs Peers
-6.14%

VELIX Mutual Fund Performance

VELIX performance across multiple time periods: 1-month 1.71%, YTD 5.08%, 1-year 7.30%, 3-year 11.58%, 5-year 8.06%.

VELIX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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