VYSEX Mutual Fund

NAV$16.68

Returns Overview

1 Month
+6.30%
3 Months
+23.37%
6 Months
+18.65%
YTD
+18.32%
1 Year
+31.21%
3 Years (annualized)
+15.98%
5 Years (annualized)
+7.17%
10 Years (annualized)
+9.59%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.32%
Peer Avg (YTD)
+18.52%
vs Peers
-0.20%

VYSEX Mutual Fund Performance

VYSEX performance across multiple time periods: 1-month 6.30%, YTD 18.32%, 1-year 31.21%, 3-year 15.98%, 5-year 7.17%, 10-year 9.59%.

VYSEX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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