VEVIX Mutual Fund

VEVIX Mutual Fund

NAV$52.32
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Returns Overview

1 Month
+7.72%
3 Months
+2.46%
6 Months
+6.06%
YTD
+16.18%
1 Year
+25.23%
3 Years (annualized)
+15.98%
5 Years (annualized)
+8.63%
10 Years (annualized)
+11.73%

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
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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)
+16.18%
Peer Avg (YTD)
+8.01%
vs Peers
+8.17%

VEVIX Mutual Fund Performance

VEVIX performance across multiple time periods: 1-month 7.72%, YTD 16.18%, 1-year 25.23%, 3-year 15.98%, 5-year 8.63%, 10-year 11.73%.

VEVIX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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