VEXPX Mutual Fund

VEXPX Mutual Fund

NAV$128.68
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Returns Overview

1 Month
-3.58%
3 Months
-7.33%
6 Months
+11.63%
YTD
+10.19%
1 Year
+13.56%
3 Years (annualized)
+13.63%
5 Years (annualized)
+4.64%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEXPX 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
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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)
+10.19%
Peer Avg (YTD)
+10.34%
vs Peers
-0.15%

VEXPX Mutual Fund Performance

VEXPX performance across multiple time periods: 1-month -3.58%, YTD 10.19%, 1-year 13.56%, 3-year 13.63%, 5-year 4.64%, 10-year 12.06%.

VEXPX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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