VLGIX Mutual Fund

VLGIX Mutual Fund

NAV$22.44
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Returns Overview

1 Month
-4.37%
3 Months
-2.97%
6 Months
-3.49%
YTD
-3.40%
1 Year
-0.72%
3 Years (annualized)
-1.11%
5 Years (annualized)
-7.07%
10 Years (annualized)
-1.97%

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
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📉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)
-3.40%
Peer Avg (YTD)
+0.12%
vs Peers
-3.52%

VLGIX Mutual Fund Performance

VLGIX performance across multiple time periods: 1-month -4.37%, YTD -3.40%, 1-year -0.72%, 3-year -1.11%, 5-year -7.07%, 10-year -1.97%.

VLGIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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