VEGBX Mutual Fund

VEGBX Mutual Fund

NAV$24.72
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Returns Overview

1 Month
+0.79%
3 Months
+5.52%
6 Months
+4.05%
YTD
+4.13%
1 Year
+12.17%
3 Years (annualized)
+11.33%
5 Years (annualized)
+4.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEGBX 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
Jp Morgan Embi Global Diversified
This Mutual Fund (YTD)
+4.13%
Peer Avg (YTD)
+3.07%
vs Peers
+1.06%

VEGBX Mutual Fund Performance

VEGBX performance across multiple time periods: 1-month 0.79%, YTD 4.13%, 1-year 12.17%, 3-year 11.33%, 5-year 4.48%.

VEGBX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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