VGINX Mutual Fund

VGINX Mutual Fund

NAV$104.17
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Returns Overview

1 Month
+3.07%
3 Months
+7.12%
6 Months
+11.25%
YTD
+16.18%
1 Year
+25.90%
3 Years (annualized)
+15.95%
5 Years (annualized)
+11.76%
10 Years (annualized)
+12.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGINX 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)
+16.18%
Peer Avg (YTD)
+11.41%
vs Peers
+4.77%

VGINX Mutual Fund Performance

VGINX performance across multiple time periods: 1-month 3.07%, YTD 16.18%, 1-year 25.90%, 3-year 15.95%, 5-year 11.76%, 10-year 12.82%.

VGINX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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