VEIPX Mutual Fund

VEIPX Mutual Fund

NAV$48.32
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Returns Overview

1 Month
-5.07%
3 Months
-0.93%
6 Months
+5.56%
YTD
+6.34%
1 Year
+10.92%
3 Years (annualized)
+15.08%
5 Years (annualized)
+10.35%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEIPX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+6.34%
Peer Avg (YTD)
+10.00%
vs Peers
-3.66%

VEIPX Mutual Fund Performance

VEIPX performance across multiple time periods: 1-month -5.07%, YTD 6.34%, 1-year 10.92%, 3-year 15.08%, 5-year 10.35%, 10-year 11.38%.

VEIPX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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