Vertex Inc Class A (VERX) returns
Vertex returns over 5 years
$1,000 invested in Vertex five years ago was worth $735.83 at the close on October 30, 2026, with dividends reinvested: an average return of -6.0% a year. The same $1,000 in the S&P 500 (SPY) became $1,760.
Total return by period
| Period | Total return | A year, on average | $1,000 became | S&P 500 (SPY) |
|---|---|---|---|---|
| 1 month | +30.1% | — | $1,301 | -0.9% |
| 3 months | +21.6% | — | $1,216 | +2.1% |
| Year to date | -23.3% | — | $767.15 | +11.7% |
| 1 year | -32.2% | — | $677.88 | +12.4% |
| 3 years | -32.9% | -12.5% | $670.75 | +88.5% |
| 5 years | -26.4% | -6.0% | $735.83 | +76.0% |
Vertex return by calendar year
| Year | VERX | S&P 500 (SPY) | Difference |
|---|---|---|---|
| 2026 to date | -23.3% | +11.7% | -35.0% |
| 2025 | -62.6% | +17.7% | -80.3% |
| 2024 | +98.0% | +24.9% | +73.1% |
| 2023 | +85.7% | +26.2% | +59.5% |
| 2022 | -8.6% | -18.2% | +9.6% |
| 2021 | -54.5% | +28.7% | -83.2% |
Past returns do not predict future returns. Returns are computed from our daily closes, adjusted for splits and with dividends reinvested on their ex-dates; taxes and trading costs are left out.
See also: VERX financials
No forecast, no recommendation. This page describes Vertex Inc Class A from published data; it is not advice to buy, sell or hold any security.
Figures as of the close on Oct 30, 2026 unless a row says otherwise. Prices are split adjusted; returns include dividends reinvested. Data may be delayed. See the disclaimer and how TrendArc works.