Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VEBIX -0.63% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 09/10/2025
More Performance Analytics Comparison
Name Start Date End Date
VEBIX 09/10/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.31 NA NA NA NA NA NA -0.63 0.93
Sharpe Ratio NA NA NA NA NA NA NA -0.91 0.14
Standard Deviation(%) NA NA NA NA NA NA NA 4.36 3.10
Draw Down(%) NA NA NA NA NA NA NA 2.99 1.23
Yield(%) 0.00 2.80 0.93 0.56 0.28 0.19 0.14 1.88 0.93
Data as of 06/10/2026, Common starting date is 09/10/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VEBIX (VEBIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VEBIX (VEBIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return