VNVYX Mutual Fund

VNVYX Mutual Fund

NAV$21.05
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Returns Overview

1 Month
-2.51%
3 Months
-10.53%
6 Months
+8.70%
YTD
+11.50%
1 Year
+13.77%
3 Years (annualized)
+19.15%
5 Years (annualized)
+10.22%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VNVYX 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)
+11.50%
Peer Avg (YTD)
+6.72%
vs Peers
+4.78%

VNVYX Mutual Fund Performance

VNVYX performance across multiple time periods: 1-month -2.51%, YTD 11.50%, 1-year 13.77%, 3-year 19.15%, 5-year 10.22%, 10-year 10.55%.

VNVYX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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