VISGX Mutual Fund

VISGX Mutual Fund

NAV$95.09
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Returns Overview

1 Month
-6.94%
3 Months
+1.60%
6 Months
+8.88%
YTD
+12.93%
1 Year
+20.86%
3 Years (annualized)
+12.95%
5 Years (annualized)
+3.97%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VISGX 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 Small Growth Index
This Mutual Fund (YTD)
+12.93%
Peer Avg (YTD)
+15.31%
vs Peers
-2.38%

VISGX Mutual Fund Performance

VISGX performance across multiple time periods: 1-month -6.94%, YTD 12.93%, 1-year 20.86%, 3-year 12.95%, 5-year 3.97%, 10-year 10.61%.

VISGX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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