VLEOX Mutual Fund

NAV$68.13

Returns Overview

1 Month
+6.62%
3 Months
+11.31%
6 Months
+12.59%
YTD
+11.05%
1 Year
+19.15%
3 Years (annualized)
+13.25%
5 Years (annualized)
+9.24%
10 Years (annualized)
+17.43%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+11.05%
Peer Avg (YTD)
+18.52%
vs Peers
-7.47%

VLEOX Mutual Fund Performance

VLEOX performance across multiple time periods: 1-month 6.62%, YTD 11.05%, 1-year 19.15%, 3-year 13.25%, 5-year 9.24%, 10-year 17.43%.

VLEOX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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