VEXMX Mutual Fund

VEXMX Mutual Fund

NAV$176.55
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Returns Overview

1 Month
-4.08%
3 Months
-5.96%
6 Months
+12.73%
YTD
+9.90%
1 Year
+11.40%
3 Years (annualized)
+18.15%
5 Years (annualized)
+6.01%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEXMX 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)
+9.90%
Peer Avg (YTD)
+6.72%
vs Peers
+3.17%

VEXMX Mutual Fund Performance

VEXMX performance across multiple time periods: 1-month -4.08%, YTD 9.90%, 1-year 11.40%, 3-year 18.15%, 5-year 6.01%, 10-year 11.57%.

VEXMX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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