VADGX Mutual Fund

VADGX Mutual Fund

NAV$32.41
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Returns Overview

1 Month
+1.58%
3 Months
+4.73%
6 Months
+2.77%
YTD
+3.69%
1 Year
+9.24%
3 Years (annualized)
+8.97%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+3.69%
Peer Avg (YTD)
+9.41%
vs Peers
-5.72%

VADGX Mutual Fund Performance

VADGX performance across multiple time periods: 1-month 1.58%, YTD 3.69%, 1-year 9.24%, 3-year 8.97%.

VADGX returns trail the peer average of 9.41% 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.