VGELX Mutual Fund

VGELX Mutual Fund

NAV$113.90
See how much of VGELX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.36%
3 Months
+5.86%
6 Months
+5.44%
YTD
+25.17%
1 Year
+32.85%
3 Years (annualized)
+19.85%
5 Years (annualized)
+19.85%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGELX 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
Spliced Energy Index
This Mutual Fund (YTD)
+25.17%
Peer Avg (YTD)
+25.30%
vs Peers
-0.13%

VGELX Mutual Fund Performance

VGELX performance across multiple time periods: 1-month 1.36%, YTD 25.17%, 1-year 32.85%, 3-year 19.85%, 5-year 19.85%, 10-year 7.67%.

VGELX returns trail the peer average of 25.30% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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