VMGAX Mutual Fund

VMGAX Mutual Fund

NAV$901.83
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Returns Overview

1 Month
-3.57%
3 Months
+19.70%
6 Months
+6.69%
YTD
+7.18%
1 Year
+20.48%
3 Years (annualized)
+23.68%
5 Years (annualized)
+14.27%
10 Years (annualized)
+18.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMGAX 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
CRSP US Mega Cap Growth Index(CRSPMEG1)
This Mutual Fund (YTD)
+7.18%
Peer Avg (YTD)
+8.97%
vs Peers
-1.79%

VMGAX Mutual Fund Performance

VMGAX performance across multiple time periods: 1-month -3.57%, YTD 7.18%, 1-year 20.48%, 3-year 23.68%, 5-year 14.27%, 10-year 18.98%.

VMGAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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