VEVIX Mutual Fund

VEVIX Mutual Fund

NAV$49.59
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Returns Overview

1 Month
-5.74%
3 Months
-5.17%
6 Months
+3.97%
YTD
+7.86%
1 Year
+12.28%
3 Years (annualized)
+10.89%
5 Years (annualized)
+7.55%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEVIX 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
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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)
+7.86%
Peer Avg (YTD)
+6.72%
vs Peers
+1.13%

VEVIX Mutual Fund Performance

VEVIX performance across multiple time periods: 1-month -5.74%, YTD 7.86%, 1-year 12.28%, 3-year 10.89%, 5-year 7.55%, 10-year 10.91%.

VEVIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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