VAESX Mutual Fund

NAV$16.77

Returns Overview

1 Month
-1.20%
3 Months
+1.48%
6 Months
+1.36%
YTD
+0.80%
1 Year
-1.28%
3 Years (annualized)
+9.52%
5 Years (annualized)
+0.64%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAESX 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
PROUpgrade to run

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
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+0.80%
Peer Avg (YTD)
+21.71%
vs Peers
-20.91%

VAESX Mutual Fund Performance

VAESX performance across multiple time periods: 1-month -1.20%, YTD 0.80%, 1-year -1.28%, 3-year 9.52%, 5-year 0.64%, 10-year 8.83%.

VAESX returns trail the peer average of 21.71% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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