VGIFX Mutual Fund

VGIFX Mutual Fund

NAV$106.54
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Returns Overview

1 Month
+3.29%
3 Months
+11.87%
6 Months
+12.67%
YTD
+11.45%
1 Year
+22.36%
3 Years (annualized)
+16.30%
5 Years (annualized)
+11.33%
10 Years (annualized)
+12.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGIFX 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)
+11.45%
Peer Avg (YTD)
+9.49%
vs Peers
+1.96%

VGIFX Mutual Fund Performance

VGIFX performance across multiple time periods: 1-month 3.29%, YTD 11.45%, 1-year 22.36%, 3-year 16.30%, 5-year 11.33%, 10-year 12.81%.

VGIFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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