VGREX Mutual Fund

NAV$7.80

Returns Overview

1 Month
+1.87%
3 Months
+10.29%
6 Months
+10.72%
YTD
+10.72%
1 Year
+12.63%
3 Years (annualized)
+9.46%
5 Years (annualized)
+1.11%
10 Years (annualized)
+3.81%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+10.72%
Peer Avg (YTD)
+11.24%
vs Peers
-0.53%

VGREX Mutual Fund Performance

VGREX performance across multiple time periods: 1-month 1.87%, YTD 10.72%, 1-year 12.63%, 3-year 9.46%, 5-year 1.11%, 10-year 3.81%.

VGREX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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