VINEX Mutual Fund

NAV$22.89

Returns Overview

1 Month
-1.88%
3 Months
+8.93%
6 Months
+9.20%
YTD
+8.55%
1 Year
+15.66%
3 Years (annualized)
+13.52%
5 Years (annualized)
+3.20%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VINEX 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
S&P EPAC SmallCap Select Index Total Return USD(^SPEPRTRU)
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+9.16%
vs Peers
-0.61%

VINEX Mutual Fund Performance

VINEX performance across multiple time periods: 1-month -1.88%, YTD 8.55%, 1-year 15.66%, 3-year 13.52%, 5-year 3.20%, 10-year 7.05%.

VINEX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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