VEMIX Mutual Fund

NAV$38.04

Returns Overview

1 Month
-0.19%
3 Months
+11.29%
6 Months
+11.06%
YTD
+9.00%
1 Year
+23.92%
3 Years (annualized)
+17.05%
5 Years (annualized)
+5.07%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEMIX 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
Spliced Emerging Markets Index
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+21.71%
vs Peers
-12.71%

VEMIX Mutual Fund Performance

VEMIX performance across multiple time periods: 1-month -0.19%, YTD 9.00%, 1-year 23.92%, 3-year 17.05%, 5-year 5.07%, 10-year 8.41%.

VEMIX returns trail the peer average of 21.71% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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