VEDIX Mutual Fund

VEDIX Mutual Fund

NAV$47.18
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Returns Overview

1 Month
-7.54%
3 Months
-13.46%
6 Months
-12.35%
YTD
-12.09%
1 Year
-14.72%
3 Years (annualized)
-3.89%
5 Years (annualized)
-12.15%
10 Years (annualized)
-4.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEDIX 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
Bloomberg US Treasury STRIPS 20-30 Year Equal Par Bond Index
This Mutual Fund (YTD)
-12.09%
Peer Avg (YTD)
+0.50%
vs Peers
-12.59%

VEDIX Mutual Fund Performance

VEDIX performance across multiple time periods: 1-month -7.54%, YTD -12.09%, 1-year -14.72%, 3-year -3.89%, 5-year -12.15%, 10-year -4.33%.

VEDIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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