VLEQX Mutual Fund

VLEQX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
-0.43%
3 Months
-0.09%
6 Months
+5.37%
YTD
+4.43%
1 Year
+5.08%
3 Years (annualized)
+4.52%
5 Years (annualized)
-0.40%
10 Years (annualized)
+4.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLEQX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.43%
Peer Avg (YTD)
+7.55%
vs Peers
-3.13%

VLEQX Mutual Fund Performance

VLEQX performance across multiple time periods: 1-month -0.43%, YTD 4.43%, 1-year 5.08%, 3-year 4.52%, 5-year -0.40%, 10-year 4.85%.

VLEQX returns trail the peer average of 7.55% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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