VEVCX Mutual Fund

VEVCX Mutual Fund

NAV$49.24
See how much of VEVCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.61%
3 Months
+2.14%
6 Months
+5.39%
YTD
+14.94%
1 Year
+19.40%
3 Years (annualized)
+13.25%
5 Years (annualized)
+6.63%
10 Years (annualized)
+10.12%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.94%
Peer Avg (YTD)
+8.01%
vs Peers
+6.94%

VEVCX Mutual Fund Performance

VEVCX performance across multiple time periods: 1-month 7.61%, YTD 14.94%, 1-year 19.40%, 3-year 13.25%, 5-year 6.63%, 10-year 10.12%.

VEVCX returns outperform the peer average of 8.01% 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.