VEXAX Mutual Fund

VEXAX Mutual Fund

NAV$176.40
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Returns Overview

1 Month
-4.10%
3 Months
-5.96%
6 Months
+12.76%
YTD
+9.97%
1 Year
+11.52%
3 Years (annualized)
+18.32%
5 Years (annualized)
+6.15%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEXAX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+6.72%
vs Peers
+3.25%

VEXAX Mutual Fund Performance

VEXAX performance across multiple time periods: 1-month -4.10%, YTD 9.97%, 1-year 11.52%, 3-year 18.32%, 5-year 6.15%, 10-year 11.72%.

VEXAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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