VEVIX Mutual Fund

NAV$52.27

Returns Overview

1 Month
+4.32%
3 Months
+9.64%
6 Months
+14.78%
YTD
+13.74%
1 Year
+22.75%
3 Years (annualized)
+12.54%
5 Years (annualized)
+9.19%
10 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEVIX 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)
+13.74%
Peer Avg (YTD)
+10.82%
vs Peers
+2.93%

VEVIX Mutual Fund Performance

VEVIX performance across multiple time periods: 1-month 4.32%, YTD 13.74%, 1-year 22.75%, 3-year 12.54%, 5-year 9.19%, 10-year 11.78%.

VEVIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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