VGRIX Mutual Fund

VGRIX Mutual Fund

NAV$95.11
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Returns Overview

1 Month
+3.02%
3 Months
+6.98%
6 Months
+10.98%
YTD
+15.85%
1 Year
+25.26%
3 Years (annualized)
+15.38%
5 Years (annualized)
+11.20%
10 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGRIX 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)
+15.85%
Peer Avg (YTD)
+11.41%
vs Peers
+4.44%

VGRIX Mutual Fund Performance

VGRIX performance across multiple time periods: 1-month 3.02%, YTD 15.85%, 1-year 25.26%, 3-year 15.38%, 5-year 11.20%, 10-year 12.26%.

VGRIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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