VYSEX Mutual Fund

VYSEX Mutual Fund

NAV$16.01
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Returns Overview

1 Month
-4.45%
3 Months
-6.86%
6 Months
+14.91%
YTD
+10.20%
1 Year
+12.60%
3 Years (annualized)
+14.19%
5 Years (annualized)
+6.68%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VYSEX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.20%
Peer Avg (YTD)
+10.34%
vs Peers
-0.14%

VYSEX Mutual Fund Performance

VYSEX performance across multiple time periods: 1-month -4.45%, YTD 10.20%, 1-year 12.60%, 3-year 14.19%, 5-year 6.68%, 10-year 8.62%.

VYSEX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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