VYSEX Mutual Fund

VYSEX Mutual Fund

NAV$17.00
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Returns Overview

1 Month
-2.70%
3 Months
+7.24%
6 Months
+11.94%
YTD
+15.13%
1 Year
+26.28%
3 Years (annualized)
+12.54%
5 Years (annualized)
+6.88%
10 Years (annualized)
+8.79%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.13%
Peer Avg (YTD)
+15.31%
vs Peers
-0.18%

VYSEX Mutual Fund Performance

VYSEX performance across multiple time periods: 1-month -2.70%, YTD 15.13%, 1-year 26.28%, 3-year 12.54%, 5-year 6.88%, 10-year 8.79%.

VYSEX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.82%, 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.