VIGIX Mutual Fund

VIGIX Mutual Fund

NAV$268.46
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Returns Overview

1 Month
-1.28%
3 Months
+2.44%
6 Months
+6.29%
YTD
+5.22%
1 Year
+12.72%
3 Years (annualized)
+21.00%
5 Years (annualized)
+12.13%
10 Years (annualized)
+17.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIGIX 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
Morningstar US Large Growth Index
This Mutual Fund (YTD)
+5.22%
Peer Avg (YTD)
+6.23%
vs Peers
-1.02%

VIGIX Mutual Fund Performance

VIGIX performance across multiple time periods: 1-month -1.28%, YTD 5.22%, 1-year 12.72%, 3-year 21.00%, 5-year 12.13%, 10-year 17.28%.

VIGIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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