VEOIX Mutual Fund

VEOIX Mutual Fund

NAV$24.73
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Returns Overview

1 Month
+1.41%
3 Months
+1.21%
6 Months
+3.55%
YTD
+13.10%
1 Year
+18.31%
3 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEOIX 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
MSCI AC World Index Net
This Mutual Fund (YTD)
+13.10%
Peer Avg (YTD)
+10.17%
vs Peers
+2.93%

VEOIX Mutual Fund Performance

VEOIX performance across multiple time periods: 1-month 1.41%, YTD 13.10%, 1-year 18.31%, 3-year 10.78%.

VEOIX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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