VADGX Mutual Fund

VADGX Mutual Fund

NAV$33.78
See how much of VADGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.71%
3 Months
+3.54%
6 Months
+8.44%
YTD
+7.36%
1 Year
+9.97%
3 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VADGX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P US Dividend Growers Index Total Return(^SPUSDGITR)
This Mutual Fund (YTD)
+7.36%
Peer Avg (YTD)
+9.28%
vs Peers
-1.91%

VADGX Mutual Fund Performance

VADGX performance across multiple time periods: 1-month 5.71%, YTD 7.36%, 1-year 9.97%, 3-year 11.90%.

VADGX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

VADGX vs another fund shows side-by-side returns. VADGX alternatives are available in the Mutual Fund Screener.