VESAX Mutual Fund

NAV$22.25

Returns Overview

1 Month
+3.10%
3 Months
+6.18%
6 Months
+6.34%
YTD
+6.02%
1 Year
+15.70%
3 Years (annualized)
+10.13%
5 Years (annualized)
+6.98%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.02%
Peer Avg (YTD)
+18.52%
vs Peers
-12.50%

VESAX Mutual Fund Performance

VESAX performance across multiple time periods: 1-month 3.10%, YTD 6.02%, 1-year 15.70%, 3-year 10.13%, 5-year 6.98%.

VESAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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