VISGX Mutual Fund

NAV$99.00

Returns Overview

1 Month
+2.92%
3 Months
+20.99%
6 Months
+21.27%
YTD
+19.19%
1 Year
+32.47%
3 Years (annualized)
+17.28%
5 Years (annualized)
+5.22%
10 Years (annualized)
+12.01%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
CRSP US Small Cap Growth Index(CRSPSCG1)
This Mutual Fund (YTD)
+19.19%
Peer Avg (YTD)
+18.52%
vs Peers
+0.67%

VISGX Mutual Fund Performance

VISGX performance across multiple time periods: 1-month 2.92%, YTD 19.19%, 1-year 32.47%, 3-year 17.28%, 5-year 5.22%, 10-year 12.01%.

VISGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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