VEXMX Mutual Fund

NAV$187.72

Returns Overview

1 Month
+4.40%
3 Months
+19.87%
6 Months
+18.32%
YTD
+16.86%
1 Year
+28.97%
3 Years (annualized)
+19.45%
5 Years (annualized)
+6.54%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEXMX 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

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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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+16.86%
Peer Avg (YTD)
+10.82%
vs Peers
+6.04%

VEXMX Mutual Fund Performance

VEXMX performance across multiple time periods: 1-month 4.40%, YTD 16.86%, 1-year 28.97%, 3-year 19.45%, 5-year 6.54%, 10-year 12.44%.

VEXMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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