VADGX Mutual Fund

VADGX Mutual Fund

NAV$33.07
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Returns Overview

1 Month
+0.16%
3 Months
+9.37%
6 Months
+1.86%
YTD
+2.09%
1 Year
+6.47%
3 Years (annualized)
+8.59%

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)
+2.09%
Peer Avg (YTD)
+9.51%
vs Peers
-7.42%

VADGX Mutual Fund Performance

VADGX performance across multiple time periods: 1-month 0.16%, YTD 2.09%, 1-year 6.47%, 3-year 8.59%.

VADGX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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