VETAX Mutual Fund

VETAX Mutual Fund

NAV$49.53
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Returns Overview

1 Month
-5.77%
3 Months
-5.25%
6 Months
+3.81%
YTD
+7.58%
1 Year
+11.92%
3 Years (annualized)
+10.55%
5 Years (annualized)
+7.21%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VETAX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+7.58%
Peer Avg (YTD)
+6.72%
vs Peers
+0.86%

VETAX Mutual Fund Performance

VETAX performance across multiple time periods: 1-month -5.77%, YTD 7.58%, 1-year 11.92%, 3-year 10.55%, 5-year 7.21%, 10-year 10.57%.

VETAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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