VEVIX Mutual Fund

VEVIX Mutual Fund

NAV$51.77
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Returns Overview

1 Month
-0.31%
3 Months
+3.51%
6 Months
+8.24%
YTD
+14.42%
1 Year
+16.41%
3 Years (annualized)
+9.74%
5 Years (annualized)
+8.76%
10 Years (annualized)
+11.43%

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
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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)
+14.42%
Peer Avg (YTD)
+9.54%
vs Peers
+4.88%

VEVIX Mutual Fund Performance

VEVIX performance across multiple time periods: 1-month -0.31%, YTD 14.42%, 1-year 16.41%, 3-year 9.74%, 5-year 8.76%, 10-year 11.43%.

VEVIX returns outperform the peer average of 9.54% 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.