VEVRX Mutual Fund

VEVRX Mutual Fund

NAV$52.58
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Returns Overview

1 Month
+7.71%
3 Months
+2.47%
6 Months
+6.08%
YTD
+16.20%
1 Year
+20.99%
3 Years (annualized)
+14.67%
5 Years (annualized)
+7.92%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEVRX 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)
+16.20%
Peer Avg (YTD)
+8.01%
vs Peers
+8.20%

VEVRX Mutual Fund Performance

VEVRX performance across multiple time periods: 1-month 7.71%, YTD 16.20%, 1-year 20.99%, 3-year 14.67%, 5-year 7.92%, 10-year 11.37%.

VEVRX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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