VLDRX Mutual Fund

NAV$10.66

Returns Overview

1 Month
+0.28%
3 Months
+1.14%
6 Months
+1.60%
YTD
+1.60%
1 Year
+4.41%
3 Years (annualized)
+6.17%
5 Years (annualized)
+3.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLDRX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-5 Year Corporate/Government Index(^IBML5YCG)
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+1.76%
vs Peers
-0.16%

VLDRX Mutual Fund Performance

VLDRX performance across multiple time periods: 1-month 0.28%, YTD 1.60%, 1-year 4.41%, 3-year 6.17%, 5-year 3.13%.

VLDRX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

VLDRX performance comparison shows side-by-side returns with another fund. VLDRX alternatives are available in the Mutual Fund Screener.