VHGEX Mutual Fund

VHGEX Mutual Fund

NAV$42.30
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Returns Overview

1 Month
+0.54%
3 Months
+3.75%
6 Months
+5.83%
YTD
+6.74%
1 Year
+15.87%
3 Years (annualized)
+14.66%
5 Years (annualized)
+7.24%
10 Years (annualized)
+12.04%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+6.23%
vs Peers
+0.50%

VHGEX Mutual Fund Performance

VHGEX performance across multiple time periods: 1-month 0.54%, YTD 6.74%, 1-year 15.87%, 3-year 14.66%, 5-year 7.24%, 10-year 12.04%.

VHGEX returns outperform the peer average of 6.23% 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.