VEMPX Mutual Fund

NAV$444.76

Returns Overview

1 Month
-2.74%
3 Months
+5.21%
6 Months
+8.21%
YTD
+12.23%
1 Year
+29.16%
3 Years (annualized)
+19.72%
5 Years (annualized)
+6.75%
10 Years (annualized)
+12.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEMPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+12.23%
Peer Avg (YTD)
+10.82%
vs Peers
+1.41%

VEMPX Mutual Fund Performance

VEMPX performance across multiple time periods: 1-month -2.74%, YTD 12.23%, 1-year 29.16%, 3-year 19.72%, 5-year 6.75%, 10-year 12.64%.

VEMPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

VEMPX performance comparison shows side-by-side returns with another fund. VEMPX alternatives are available in the Mutual Fund Screener.