VHGEX Mutual Fund

NAV$42.44

Returns Overview

1 Month
+0.02%
3 Months
+13.33%
6 Months
+6.94%
YTD
+6.17%
1 Year
+16.27%
3 Years (annualized)
+15.90%
5 Years (annualized)
+7.17%
10 Years (annualized)
+12.47%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.17%
Peer Avg (YTD)
+8.97%
vs Peers
-2.80%

VHGEX Mutual Fund Performance

VHGEX performance across multiple time periods: 1-month 0.02%, YTD 6.17%, 1-year 16.27%, 3-year 15.90%, 5-year 7.17%, 10-year 12.47%.

VHGEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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