VLGIX Mutual Fund

VLGIX Mutual Fund

NAV$22.65
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Returns Overview

1 Month
+0.99%
3 Months
+0.80%
6 Months
+0.59%
YTD
+1.01%
1 Year
+2.86%
3 Years (annualized)
-0.48%
5 Years (annualized)
-5.64%
10 Years (annualized)
-1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLGIX 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
Spliced Bloomberg US Long Treasury Index in USD
This Mutual Fund (YTD)
+1.01%
Peer Avg (YTD)
+3.23%
vs Peers
-2.21%

VLGIX Mutual Fund Performance

VLGIX performance across multiple time periods: 1-month 0.99%, YTD 1.01%, 1-year 2.86%, 3-year -0.48%, 5-year -5.64%, 10-year -1.39%.

VLGIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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