VEVCX Mutual Fund

NAV$49.94

Returns Overview

1 Month
+4.19%
3 Months
+9.29%
6 Months
+14.06%
YTD
+13.01%
1 Year
+21.36%
3 Years (annualized)
+11.29%
5 Years (annualized)
+7.99%
10 Years (annualized)
+10.59%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.01%
Peer Avg (YTD)
+10.82%
vs Peers
+2.20%

VEVCX Mutual Fund Performance

VEVCX performance across multiple time periods: 1-month 4.19%, YTD 13.01%, 1-year 21.36%, 3-year 11.29%, 5-year 7.99%, 10-year 10.59%.

VEVCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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