VLGSX Mutual Fund

NAV$17.84
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Returns Overview

1 Month
+1.04%
3 Months
+0.86%
6 Months
+0.66%
YTD
+1.03%
1 Year
+2.86%
3 Years (annualized)
-0.48%
5 Years (annualized)
-5.66%
10 Years (annualized)
-1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLGSX 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

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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
Spliced Bloomberg US Long Treasury Index in USD
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+3.23%
vs Peers
-2.20%

VLGSX Mutual Fund Performance

VLGSX performance across multiple time periods: 1-month 1.04%, YTD 1.03%, 1-year 2.86%, 3-year -0.48%, 5-year -5.66%, 10-year -1.42%.

VLGSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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