VEVCX Mutual Fund

VEVCX Mutual Fund

NAV$49.59
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Returns Overview

1 Month
-0.43%
3 Months
+3.18%
6 Months
+7.53%
YTD
+13.57%
1 Year
+14.92%
3 Years (annualized)
+8.45%
5 Years (annualized)
+7.55%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEVCX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.57%
Peer Avg (YTD)
+9.54%
vs Peers
+4.03%

VEVCX Mutual Fund Performance

VEVCX performance across multiple time periods: 1-month -0.43%, YTD 13.57%, 1-year 14.92%, 3-year 8.45%, 5-year 7.55%, 10-year 10.23%.

VEVCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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