VVERX Mutual Fund

VVERX Mutual Fund

NAV$8.36
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Returns Overview

1 Month
-3.50%
3 Months
-10.12%
6 Months
+5.46%
YTD
+9.22%
1 Year
+13.85%
3 Years (annualized)
+10.24%
5 Years (annualized)
+6.78%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVERX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+9.22%
Peer Avg (YTD)
+10.34%
vs Peers
-1.12%

VVERX Mutual Fund Performance

VVERX performance across multiple time periods: 1-month -3.50%, YTD 9.22%, 1-year 13.85%, 3-year 10.24%, 5-year 6.78%, 10-year 8.10%.

VVERX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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