VMGIX Mutual Fund

VMGIX Mutual Fund

NAV$115.95
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Returns Overview

1 Month
+2.06%
3 Months
+1.10%
6 Months
+8.56%
YTD
+7.57%
1 Year
+4.90%
3 Years (annualized)
+14.29%
5 Years (annualized)
+4.58%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMGIX 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
Morningstar US Mid Growth Index
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+9.89%
vs Peers
-2.32%

VMGIX Mutual Fund Performance

VMGIX performance across multiple time periods: 1-month 2.06%, YTD 7.57%, 1-year 4.90%, 3-year 14.29%, 5-year 4.58%, 10-year 11.66%.

VMGIX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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