VENAX Mutual Fund

VENAX Mutual Fund

NAV$91.18
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Returns Overview

1 Month
+7.23%
3 Months
+14.03%
6 Months
+15.73%
YTD
+44.82%
1 Year
+46.04%
3 Years (annualized)
+16.54%
5 Years (annualized)
+25.83%
10 Years (annualized)
+10.38%

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
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📉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)
+44.82%
Peer Avg (YTD)
+25.30%
vs Peers
+19.52%

VENAX Mutual Fund Performance

VENAX performance across multiple time periods: 1-month 7.23%, YTD 44.82%, 1-year 46.04%, 3-year 16.54%, 5-year 25.83%, 10-year 10.38%.

VENAX returns outperform the peer average of 25.30% 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.