VAGIX Mutual Fund

VAGIX Mutual Fund

NAV$13.14
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.55%
3 Months
+2.66%
6 Months
+3.13%
YTD
+6.12%
1 Year
+5.45%
3 Years (annualized)
+4.83%
5 Years (annualized)
-0.68%
10 Years (annualized)
+1.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAGIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.12%
Peer Avg (YTD)
+5.26%
vs Peers
+0.86%

VAGIX Mutual Fund Performance

VAGIX performance across multiple time periods: 1-month 0.55%, YTD 6.12%, 1-year 5.45%, 3-year 4.83%, 5-year -0.68%, 10-year 1.30%.

VAGIX returns outperform the peer average of 5.26% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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