VESAX Mutual Fund

VESAX Mutual Fund

NAV$21.01
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Returns Overview

1 Month
-6.44%
3 Months
-5.31%
6 Months
+0.54%
YTD
+0.39%
1 Year
+6.45%
3 Years (annualized)
+10.26%
5 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VESAX 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
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📉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 2000 Index(^RUT)
This Mutual Fund (YTD)
+0.39%
Peer Avg (YTD)
+10.34%
vs Peers
-9.95%

VESAX Mutual Fund Performance

VESAX performance across multiple time periods: 1-month -6.44%, YTD 0.39%, 1-year 6.45%, 3-year 10.26%, 5-year 7.64%.

VESAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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