VNVYX Mutual Fund

VNVYX Mutual Fund

NAV$22.05
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Returns Overview

1 Month
+6.54%
3 Months
+21.49%
6 Months
+24.62%
YTD
+24.62%
1 Year
+35.40%
3 Years (annualized)
+24.17%
5 Years (annualized)
+13.84%
10 Years (annualized)
+13.37%

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
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📉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)
+24.62%
Peer Avg (YTD)
+10.82%
vs Peers
+13.81%

VNVYX Mutual Fund Performance

VNVYX performance across multiple time periods: 1-month 6.54%, YTD 24.62%, 1-year 35.40%, 3-year 24.17%, 5-year 13.84%, 10-year 13.37%.

VNVYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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