VEXPX Mutual Fund

NAV$137.82
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Returns Overview

1 Month
+4.59%
3 Months
+20.46%
6 Months
+20.33%
YTD
+18.91%
1 Year
+30.61%
3 Years (annualized)
+14.92%
5 Years (annualized)
+6.08%
10 Years (annualized)
+13.22%

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
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📉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

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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)
+18.91%
Peer Avg (YTD)
+18.52%
vs Peers
+0.38%

VEXPX Mutual Fund Performance

VEXPX performance across multiple time periods: 1-month 4.59%, YTD 18.91%, 1-year 30.61%, 3-year 14.92%, 5-year 6.08%, 10-year 13.22%.

VEXPX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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