VGIIX Mutual Fund

VGIIX Mutual Fund

NAV$101.36
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Returns Overview

1 Month
+0.63%
3 Months
+7.08%
6 Months
+10.48%
YTD
+16.73%
1 Year
+22.52%
3 Years (annualized)
+17.48%
5 Years (annualized)
+11.39%
10 Years (annualized)
+12.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGIIX 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)
+16.73%
Peer Avg (YTD)
+12.44%
vs Peers
+4.29%

VGIIX Mutual Fund Performance

VGIIX performance across multiple time periods: 1-month 0.63%, YTD 16.73%, 1-year 22.52%, 3-year 17.48%, 5-year 11.39%, 10-year 12.60%.

VGIIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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