VHGEX Mutual Fund

VHGEX Mutual Fund

NAV$42.39
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Returns Overview

1 Month
+2.16%
3 Months
+2.73%
6 Months
+8.99%
YTD
+9.04%
1 Year
+15.37%
3 Years (annualized)
+17.09%
5 Years (annualized)
+7.33%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VHGEX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+8.51%
vs Peers
+0.53%

VHGEX Mutual Fund Performance

VHGEX performance across multiple time periods: 1-month 2.16%, YTD 9.04%, 1-year 15.37%, 3-year 17.09%, 5-year 7.33%, 10-year 11.73%.

VHGEX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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