VYSEX Mutual Fund

VYSEX Mutual Fund

NAV$16.36
See how much of VYSEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.32%
3 Months
-3.01%
6 Months
+4.01%
YTD
+11.66%
1 Year
+13.80%
3 Years (annualized)
+17.88%
5 Years (annualized)
+5.95%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VYSEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.66%
Peer Avg (YTD)
+12.21%
vs Peers
-0.55%

VYSEX Mutual Fund Performance

VYSEX performance across multiple time periods: 1-month 1.32%, YTD 11.66%, 1-year 13.80%, 3-year 17.88%, 5-year 5.95%, 10-year 8.61%.

VYSEX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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