VEVYX Mutual Fund

VEVYX Mutual Fund

NAV$49.57
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Returns Overview

1 Month
-5.74%
3 Months
-5.19%
6 Months
+3.94%
YTD
+7.79%
1 Year
+12.21%
3 Years (annualized)
+10.80%
5 Years (annualized)
+7.47%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEVYX 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)
+7.79%
Peer Avg (YTD)
+6.72%
vs Peers
+1.07%

VEVYX Mutual Fund Performance

VEVYX performance across multiple time periods: 1-month -5.74%, YTD 7.79%, 1-year 12.21%, 3-year 10.80%, 5-year 7.47%, 10-year 10.86%.

VEVYX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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