VEXRX Mutual Fund

VEXRX Mutual Fund

NAV$128.15
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Returns Overview

1 Month
+4.61%
3 Months
+20.51%
6 Months
+20.40%
YTD
+18.98%
1 Year
+30.75%
3 Years (annualized)
+15.05%
5 Years (annualized)
+6.19%
10 Years (annualized)
+14.50%

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)
+18.98%
Peer Avg (YTD)
+18.52%
vs Peers
+0.45%

VEXRX Mutual Fund Performance

VEXRX performance across multiple time periods: 1-month 4.61%, YTD 18.98%, 1-year 30.75%, 3-year 15.05%, 5-year 6.19%, 10-year 14.50%.

VEXRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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