VLDRX Mutual Fund

VLDRX Mutual Fund

NAV$10.53
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Returns Overview

1 Month
+0.26%
3 Months
+0.57%
6 Months
+0.87%
YTD
+1.90%
1 Year
+3.48%
3 Years (annualized)
+5.88%
5 Years (annualized)
+3.14%
10 Years (annualized)
+2.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLDRX 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
ICE Bank of America Merrill Lynch 1-5 Year Corporate/Government Index(^IBML5YCG)
This Mutual Fund (YTD)
+1.90%
Peer Avg (YTD)
+0.56%
vs Peers
+1.33%

VLDRX Mutual Fund Performance

VLDRX performance across multiple time periods: 1-month 0.26%, YTD 1.90%, 1-year 3.48%, 3-year 5.88%, 5-year 3.14%, 10-year 2.87%.

VLDRX returns outperform the peer average of 0.56% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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