VNVNX Mutual Fund

VNVNX Mutual Fund

NAV$21.20
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Returns Overview

3 Months
-2.23%
6 Months
+3.44%
YTD
+14.41%
1 Year
+17.45%
3 Years (annualized)
+19.20%
5 Years (annualized)
+10.28%
10 Years (annualized)
+10.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VNVNX 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)
+14.41%
Peer Avg (YTD)
+9.89%
vs Peers
+4.52%

VNVNX Mutual Fund Performance

VNVNX performance across multiple time periods: YTD 14.41%, 1-year 17.45%, 3-year 19.20%, 5-year 10.28%, 10-year 10.62%.

VNVNX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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