VESAX Mutual Fund

VESAX Mutual Fund

NAV$21.03
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Returns Overview

1 Month
+2.91%
3 Months
+4.65%
6 Months
+5.14%
YTD
+9.11%
1 Year
+20.27%
3 Years (annualized)
+9.92%
5 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VESAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.11%
Peer Avg (YTD)
+15.31%
vs Peers
-6.20%

VESAX Mutual Fund Performance

VESAX performance across multiple time periods: 1-month 2.91%, YTD 9.11%, 1-year 20.27%, 3-year 9.92%, 5-year 8.03%.

VESAX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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