VIGWX Mutual Fund

VIGWX Mutual Fund

NAV$9.08
See how much of VIGWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.75%
3 Months
+0.66%
6 Months
+3.27%
YTD
+1.19%
1 Year
+6.09%
3 Years (annualized)
+5.94%
5 Years (annualized)
+0.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIGWX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+1.66%
vs Peers
-0.47%

VIGWX Mutual Fund Performance

VIGWX performance across multiple time periods: 1-month 0.75%, YTD 1.19%, 1-year 6.09%, 3-year 5.94%, 5-year 0.18%.

VIGWX returns trail the peer average of 1.66% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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