VESDX Mutual Fund

VESDX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
-0.66%
3 Months
-0.15%
6 Months
+1.00%
YTD
+1.25%
1 Year
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VESDX 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

This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+0.50%
vs Peers
+0.75%

VESDX Mutual Fund Performance

VESDX performance across multiple time periods: 1-month -0.66%, YTD 1.25%, 1-year 2.42%.

VESDX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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