VESGX Mutual Fund

VESGX Mutual Fund

NAV$58.09
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Returns Overview

1 Month
+1.55%
3 Months
+3.63%
6 Months
+14.85%
YTD
+19.55%
1 Year
+23.29%
3 Years (annualized)
+20.91%
5 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VESGX 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
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
+19.55%
Peer Avg (YTD)
+8.05%
vs Peers
+11.50%

VESGX Mutual Fund Performance

VESGX performance across multiple time periods: 1-month 1.55%, YTD 19.55%, 1-year 23.29%, 3-year 20.91%, 5-year 11.09%.

VESGX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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