VERX — Vertex, Inc.
Vertex, Inc. (VERX)
Total return is -46.8% over the past 6 years, 206.1 points behind SPY at 159.3%. Its deepest 1-year drawdown was 60.1%.
VERX is an equity fund that holds individual stock positions and was established in July 2020. The fund does not currently distribute dividends to shareholders. Complete information regarding the fund's expense ratio, assets under management, and detailed investment objective is not available in the provided data.
VERX key facts
- Asset type
- Stock
- Asset class
- Equity
- Inception date
- 07/29/2020
- Distribution frequency
- None
- Last close
- $12.72
- Market cap
- $2,063,412,736
- Average volume
- 1447960.0
- Beta
- 0.813
- Payout ratio
- 0.0
- P/E ratio
- 636.0
- Forward P/E
- 14.1044
- EPS
- $0.02
Issuers
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| Tickers | Family | Dist. Freq. | Dist. Rate | Total Return | AUM |
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Screener
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| Popular | Logo | Tickers | Name | Issuer | Asset Type | Dist. Frequency | AUM | Price | Avg Volume | Inception Date | Expense Ratio | Dist. Rate | Distribution Safety Score™ | Safety-Adjusted Yield | Payout Stability | Alpha | Vs SPY | Vs QQQ | TR 1M | TR 3M | TR 6M | TR YTD | TR 1Y | TR 2Y | TR 3Y | TR 5Y | TR 10Y | TR Max | Hide row |
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Tickers
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Income is not the same as return. Distribution yield measures cash paid to investors; total return also includes price changes. Compare both, especially for option-income and other high-distribution funds.
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Alpha Rankings
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