VESMX Mutual Fund

VESMX Mutual Fund

NAV$21.16
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Returns Overview

1 Month
-6.39%
3 Months
-5.28%
6 Months
+0.68%
YTD
+0.58%
1 Year
+6.73%
3 Years (annualized)
+10.52%
5 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VESMX 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)
+0.58%
Peer Avg (YTD)
+10.34%
vs Peers
-9.76%

VESMX Mutual Fund Performance

VESMX performance across multiple time periods: 1-month -6.39%, YTD 0.58%, 1-year 6.73%, 3-year 10.52%, 5-year 7.89%.

VESMX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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