VGICX Mutual Fund

VGICX Mutual Fund

NAV$82.67
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Returns Overview

1 Month
+2.98%
3 Months
+6.83%
6 Months
+10.70%
YTD
+15.50%
1 Year
+24.64%
3 Years (annualized)
+14.80%
5 Years (annualized)
+10.64%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGICX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.50%
Peer Avg (YTD)
+11.41%
vs Peers
+4.09%

VGICX Mutual Fund Performance

VGICX performance across multiple time periods: 1-month 2.98%, YTD 15.50%, 1-year 24.64%, 3-year 14.80%, 5-year 10.64%, 10-year 11.70%.

VGICX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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