VEXPX Mutual Fund

VEXPX Mutual Fund

NAV$133.38
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Returns Overview

1 Month
-5.00%
3 Months
+3.06%
6 Months
+10.24%
YTD
+14.32%
1 Year
+22.92%
3 Years (annualized)
+11.79%
5 Years (annualized)
+4.83%
10 Years (annualized)
+12.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEXPX 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)
+14.32%
Peer Avg (YTD)
+15.31%
vs Peers
-0.99%

VEXPX Mutual Fund Performance

VEXPX performance across multiple time periods: 1-month -5.00%, YTD 14.32%, 1-year 22.92%, 3-year 11.79%, 5-year 4.83%, 10-year 12.00%.

VEXPX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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