VEVRX Mutual Fund

VEVRX Mutual Fund

NAV$49.62
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Returns Overview

1 Month
-5.73%
3 Months
-5.16%
6 Months
+3.99%
YTD
+7.88%
1 Year
+12.32%
3 Years (annualized)
+10.93%
5 Years (annualized)
+7.59%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEVRX 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)
+7.88%
Peer Avg (YTD)
+6.72%
vs Peers
+1.16%

VEVRX Mutual Fund Performance

VEVRX performance across multiple time periods: 1-month -5.73%, YTD 7.88%, 1-year 12.32%, 3-year 10.93%, 5-year 7.59%, 10-year 10.95%.

VEVRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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