VRESX Mutual Fund

NAV$17.13

Returns Overview

1 Month
-1.18%
3 Months
+1.57%
6 Months
+1.57%
YTD
+1.02%
1 Year
-0.83%
3 Years (annualized)
+9.93%
5 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRESX 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
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+21.71%
vs Peers
-20.69%

VRESX Mutual Fund Performance

VRESX performance across multiple time periods: 1-month -1.18%, YTD 1.02%, 1-year -0.83%, 3-year 9.93%, 5-year 1.04%.

VRESX returns trail the peer average of 21.71% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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