VESMX Mutual Fund

NAV$22.41

Returns Overview

1 Month
+3.12%
3 Months
+6.29%
6 Months
+6.50%
YTD
+6.19%
1 Year
+16.06%
3 Years (annualized)
+10.41%
5 Years (annualized)
+7.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VESMX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.19%
Peer Avg (YTD)
+18.52%
vs Peers
-12.34%

VESMX Mutual Fund Performance

VESMX performance across multiple time periods: 1-month 3.12%, YTD 6.19%, 1-year 16.06%, 3-year 10.41%, 5-year 7.25%.

VESMX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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