VLEOX Mutual Fund

VLEOX Mutual Fund

NAV$62.10
See how much of VLEOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.27%
3 Months
-8.16%
6 Months
+2.23%
YTD
+1.99%
1 Year
+5.34%
3 Years (annualized)
+11.65%
5 Years (annualized)
+5.62%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLEOX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+10.34%
vs Peers
-8.35%

VLEOX Mutual Fund Performance

VLEOX performance across multiple time periods: 1-month -4.27%, YTD 1.99%, 1-year 5.34%, 3-year 11.65%, 5-year 5.62%, 10-year 10.78%.

VLEOX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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