VEMPX Mutual Fund

VEMPX Mutual Fund

NAV$461.17
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Returns Overview

1 Month
-4.13%
3 Months
+4.57%
6 Months
+10.87%
YTD
+13.52%
1 Year
+20.75%
3 Years (annualized)
+15.82%
5 Years (annualized)
+6.11%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEMPX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+13.52%
Peer Avg (YTD)
+9.54%
vs Peers
+3.98%

VEMPX Mutual Fund Performance

VEMPX performance across multiple time periods: 1-month -4.13%, YTD 13.52%, 1-year 20.75%, 3-year 15.82%, 5-year 6.11%, 10-year 11.57%.

VEMPX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

VEMPX vs another fund shows side-by-side returns. VEMPX alternatives are available in the Mutual Fund Screener.