VEXRX Mutual Fund

VEXRX Mutual Fund

NAV$119.82
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Returns Overview

1 Month
+0.52%
3 Months
-1.93%
6 Months
+1.11%
YTD
+10.85%
1 Year
+13.01%
3 Years (annualized)
+17.09%
5 Years (annualized)
+3.86%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEXRX 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

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)
+10.85%
Peer Avg (YTD)
+12.21%
vs Peers
-1.35%

VEXRX Mutual Fund Performance

VEXRX performance across multiple time periods: 1-month 0.52%, YTD 10.85%, 1-year 13.01%, 3-year 17.09%, 5-year 3.86%, 10-year 12.27%.

VEXRX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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