VEOIX Mutual Fund

VEOIX Mutual Fund

NAV$24.95
See how much of VEOIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.12%
3 Months
-6.52%
6 Months
+4.63%
YTD
+6.11%
1 Year
+8.44%
3 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEOIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI AC World Index Net
This Mutual Fund (YTD)
+6.11%
Peer Avg (YTD)
+9.29%
vs Peers
-3.18%

VEOIX Mutual Fund Performance

VEOIX performance across multiple time periods: 1-month -5.12%, YTD 6.11%, 1-year 8.44%, 3-year 10.78%.

VEOIX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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