VMFGX Mutual Fund

NAV$572.25

Returns Overview

1 Month
+3.11%
3 Months
+16.98%
6 Months
+21.55%
YTD
+19.68%
1 Year
+29.98%
3 Years (annualized)
+17.16%
5 Years (annualized)
+8.78%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMFGX 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
S&P MidCap 400 Growth Index(^SP400G:SP)
This Mutual Fund (YTD)
+19.68%
Peer Avg (YTD)
+10.82%
vs Peers
+8.87%

VMFGX Mutual Fund Performance

VMFGX performance across multiple time periods: 1-month 3.11%, YTD 19.68%, 1-year 29.98%, 3-year 17.16%, 5-year 8.78%, 10-year 11.93%.

VMFGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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