VEVCX Mutual Fund

VEVCX Mutual Fund

NAV$47.45
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Returns Overview

1 Month
+0.82%
3 Months
+4.60%
6 Months
+3.93%
YTD
+14.50%
1 Year
+13.63%
3 Years (annualized)
+9.56%
5 Years (annualized)
+6.31%
10 Years (annualized)
+9.71%

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)
+14.50%
Peer Avg (YTD)
+9.89%
vs Peers
+4.61%

VEVCX Mutual Fund Performance

VEVCX performance across multiple time periods: 1-month 0.82%, YTD 14.50%, 1-year 13.63%, 3-year 9.56%, 5-year 6.31%, 10-year 9.71%.

VEVCX returns outperform the peer average of 9.89% 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.