VLEIX Mutual Fund

NAV$68.58

Returns Overview

1 Month
+0.07%
3 Months
+3.08%
6 Months
+4.43%
YTD
+9.94%
1 Year
+19.42%
3 Years (annualized)
+13.21%
5 Years (annualized)
+7.54%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLEIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.94%
Peer Avg (YTD)
+18.52%
vs Peers
-8.59%

VLEIX Mutual Fund Performance

VLEIX performance across multiple time periods: 1-month 0.07%, YTD 9.94%, 1-year 19.42%, 3-year 13.21%, 5-year 7.54%, 10-year 11.95%.

VLEIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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