VEMRX Mutual Fund

NAV$122.15

Returns Overview

1 Month
-1.51%
3 Months
-0.81%
6 Months
+1.34%
YTD
+6.26%
1 Year
+23.95%
3 Years (annualized)
+17.07%
5 Years (annualized)
+5.09%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEMRX 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
Spliced Emerging Markets Index
This Mutual Fund (YTD)
+6.26%
Peer Avg (YTD)
+21.71%
vs Peers
-15.45%

VEMRX Mutual Fund Performance

VEMRX performance across multiple time periods: 1-month -1.51%, YTD 6.26%, 1-year 23.95%, 3-year 17.07%, 5-year 5.09%, 10-year 8.43%.

VEMRX returns trail the peer average of 21.71% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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