VGRTX Mutual Fund

NAV$98.56

Returns Overview

1 Month
+3.23%
3 Months
+11.68%
6 Months
+12.31%
YTD
+11.10%
1 Year
+21.56%
3 Years (annualized)
+15.20%
5 Years (annualized)
+10.42%
10 Years (annualized)
+11.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGRTX 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)
+11.10%
Peer Avg (YTD)
+9.49%
vs Peers
+1.61%

VGRTX Mutual Fund Performance

VGRTX performance across multiple time periods: 1-month 3.23%, YTD 11.10%, 1-year 21.56%, 3-year 15.20%, 5-year 10.42%, 10-year 11.97%.

VGRTX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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