VGREX Mutual Fund

VGREX Mutual Fund

NAV$7.46
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Returns Overview

1 Month
+1.54%
3 Months
-7.54%
6 Months
-3.60%
YTD
+5.33%
1 Year
+5.93%
3 Years (annualized)
+11.68%
5 Years (annualized)
-0.48%
10 Years (annualized)
+0.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGREX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+5.33%
Peer Avg (YTD)
+7.23%
vs Peers
-1.89%

VGREX Mutual Fund Performance

VGREX performance across multiple time periods: 1-month 1.54%, YTD 5.33%, 1-year 5.93%, 3-year 11.68%, 5-year -0.48%, 10-year 0.44%.

VGREX returns trail the peer average of 7.23% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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