VNVYX Mutual Fund

VNVYX Mutual Fund

NAV$21.09
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Returns Overview

1 Month
-8.22%
3 Months
-0.89%
6 Months
+7.68%
YTD
+14.37%
1 Year
+20.46%
3 Years (annualized)
+18.64%
5 Years (annualized)
+10.58%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VNVYX 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)
+14.37%
Peer Avg (YTD)
+9.54%
vs Peers
+4.83%

VNVYX Mutual Fund Performance

VNVYX performance across multiple time periods: 1-month -8.22%, YTD 14.37%, 1-year 20.46%, 3-year 18.64%, 5-year 10.58%, 10-year 10.67%.

VNVYX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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