VBFGX Mutual Fund

VBFGX Mutual Fund

NAV$18.68
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Returns Overview

1 Month
+0.11%
3 Months
-0.48%
6 Months
+3.88%
YTD
+4.51%
1 Year
+8.36%
3 Years (annualized)
+1.45%
5 Years (annualized)
+6.17%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VBFGX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.51%
Peer Avg (YTD)
+6.84%
vs Peers
-2.33%

VBFGX Mutual Fund Performance

VBFGX performance across multiple time periods: 1-month 0.11%, YTD 4.51%, 1-year 8.36%, 3-year 1.45%, 5-year 6.17%, 10-year 5.28%.

VBFGX returns trail the peer average of 6.84% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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