VENAX Mutual Fund

VENAX Mutual Fund

NAV$88.19
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Returns Overview

1 Month
+11.75%
3 Months
-0.23%
6 Months
+18.30%
YTD
+35.05%
1 Year
+41.16%
3 Years (annualized)
+14.60%
5 Years (annualized)
+23.63%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VENAX 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
MSCI US Investable Market 2500 Index
This Mutual Fund (YTD)
+35.05%
Peer Avg (YTD)
+19.98%
vs Peers
+15.07%

VENAX Mutual Fund Performance

VENAX performance across multiple time periods: 1-month 11.75%, YTD 35.05%, 1-year 41.16%, 3-year 14.60%, 5-year 23.63%, 10-year 9.82%.

VENAX returns outperform the peer average of 19.98% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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