VGRIX Mutual Fund

NAV$98.40

Returns Overview

1 Month
+3.26%
3 Months
+11.76%
6 Months
+12.45%
YTD
+11.25%
1 Year
+21.88%
3 Years (annualized)
+15.49%
5 Years (annualized)
+10.70%
10 Years (annualized)
+12.25%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.25%
Peer Avg (YTD)
+9.49%
vs Peers
+1.76%

VGRIX Mutual Fund Performance

VGRIX performance across multiple time periods: 1-month 3.26%, YTD 11.25%, 1-year 21.88%, 3-year 15.49%, 5-year 10.70%, 10-year 12.25%.

VGRIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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