VEOIX Mutual Fund

VEOIX Mutual Fund

NAV$26.08
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Returns Overview

1 Month
-2.84%
3 Months
+0.79%
6 Months
+7.92%
YTD
+11.54%
1 Year
+18.86%
3 Years (annualized)
+7.17%

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)
+11.54%
Peer Avg (YTD)
+9.42%
vs Peers
+2.12%

VEOIX Mutual Fund Performance

VEOIX performance across multiple time periods: 1-month -2.84%, YTD 11.54%, 1-year 18.86%, 3-year 7.17%.

VEOIX returns outperform the peer average of 9.42% 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.