VINEX Mutual Fund

VINEX Mutual Fund

NAV$21.77
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Returns Overview

1 Month
-2.82%
3 Months
-2.21%
6 Months
-0.41%
YTD
+7.37%
1 Year
+10.49%
3 Years (annualized)
+18.24%
5 Years (annualized)
+2.64%
10 Years (annualized)
+6.52%

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
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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
S&P EPAC SmallCap Select Index Total Return USD(^SPEPRTRU)
This Mutual Fund (YTD)
+7.37%
Peer Avg (YTD)
+7.47%
vs Peers
-0.11%

VINEX Mutual Fund Performance

VINEX performance across multiple time periods: 1-month -2.82%, YTD 7.37%, 1-year 10.49%, 3-year 18.24%, 5-year 2.64%, 10-year 6.52%.

VINEX returns trail the peer average of 7.47% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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