VEXAX Mutual Fund

VEXAX Mutual Fund

NAV$187.58
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Returns Overview

1 Month
+4.41%
3 Months
+19.91%
6 Months
+18.40%
YTD
+16.94%
1 Year
+29.15%
3 Years (annualized)
+19.71%
5 Years (annualized)
+6.73%
10 Years (annualized)
+12.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEXAX 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
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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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+16.94%
Peer Avg (YTD)
+10.82%
vs Peers
+6.13%

VEXAX Mutual Fund Performance

VEXAX performance across multiple time periods: 1-month 4.41%, YTD 16.94%, 1-year 29.15%, 3-year 19.71%, 5-year 6.73%, 10-year 12.62%.

VEXAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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