VDIGX Mutual Fund

NAV$32.68

Returns Overview

1 Month
+0.29%
3 Months
+8.55%
6 Months
+3.01%
YTD
+2.98%
1 Year
+7.67%
3 Years (annualized)
+8.04%
5 Years (annualized)
+6.91%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VDIGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dividend Growth Spliced Index
This Mutual Fund (YTD)
+2.98%
Peer Avg (YTD)
+9.51%
vs Peers
-6.53%

VDIGX Mutual Fund Performance

VDIGX performance across multiple time periods: 1-month 0.29%, YTD 2.98%, 1-year 7.67%, 3-year 8.04%, 5-year 6.91%, 10-year 10.69%.

VDIGX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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