VIGTX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
+0.86%
3 Months
+0.77%
6 Months
+3.38%
YTD
+1.30%
1 Year
+6.33%
3 Years (annualized)
+6.06%
5 Years (annualized)
+0.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIGTX 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

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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+1.66%
vs Peers
-0.36%

VIGTX Mutual Fund Performance

VIGTX performance across multiple time periods: 1-month 0.86%, YTD 1.30%, 1-year 6.33%, 3-year 6.06%, 5-year 0.33%.

VIGTX returns trail the peer average of 1.66% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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