VISGX Mutual Fund

VISGX Mutual Fund

NAV$92.52
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Returns Overview

1 Month
-2.21%
3 Months
-2.90%
6 Months
-1.28%
YTD
+7.77%
1 Year
+9.06%
3 Years (annualized)
+18.92%
5 Years (annualized)
+2.71%
10 Years (annualized)
+10.79%

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)
+7.77%
Peer Avg (YTD)
+12.21%
vs Peers
-4.44%

VISGX Mutual Fund Performance

VISGX performance across multiple time periods: 1-month -2.21%, YTD 7.77%, 1-year 9.06%, 3-year 18.92%, 5-year 2.71%, 10-year 10.79%.

VISGX returns trail the peer average of 12.21% 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.