VEITX Mutual Fund

VEITX Mutual Fund

NAV$17.01
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Returns Overview

1 Month
-3.83%
3 Months
+5.00%
6 Months
+8.90%
YTD
+7.86%
1 Year
+9.39%
3 Years (annualized)
+17.16%
5 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEITX 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
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+7.86%
Peer Avg (YTD)
+9.29%
vs Peers
-1.43%

VEITX Mutual Fund Performance

VEITX performance across multiple time periods: 1-month -3.83%, YTD 7.86%, 1-year 9.39%, 3-year 17.16%, 5-year 10.00%.

VEITX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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