VENAX Mutual Fund

VENAX Mutual Fund

NAV$81.16
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-4.84%
3 Months
-12.54%
6 Months
+20.85%
YTD
+18.26%
1 Year
+29.80%
3 Years (annualized)
+13.39%
5 Years (annualized)
+18.69%
10 Years (annualized)
+8.46%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+18.26%
Peer Avg (YTD)
+14.02%
vs Peers
+4.24%

VENAX Mutual Fund Performance

VENAX performance across multiple time periods: 1-month -4.84%, YTD 18.26%, 1-year 29.80%, 3-year 13.39%, 5-year 18.69%, 10-year 8.46%.

VENAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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