VLEOX Mutual Fund

VLEOX Mutual Fund

NAV$64.47
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Returns Overview

1 Month
-1.68%
3 Months
+2.62%
6 Months
+6.71%
YTD
+10.70%
1 Year
+14.94%
3 Years (annualized)
+12.36%
5 Years (annualized)
+6.54%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLEOX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.70%
Peer Avg (YTD)
+15.31%
vs Peers
-4.61%

VLEOX Mutual Fund Performance

VLEOX performance across multiple time periods: 1-month -1.68%, YTD 10.70%, 1-year 14.94%, 3-year 12.36%, 5-year 6.54%, 10-year 11.26%.

VLEOX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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