VMGRX Mutual Fund

VMGRX Mutual Fund

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Returns Overview

1 Month
+3.77%
3 Months
-2.61%
6 Months
+5.88%
YTD
+0.24%
1 Year
+1.83%
3 Years (annualized)
+10.65%
5 Years (annualized)
+1.66%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMGRX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+0.24%
Peer Avg (YTD)
+9.89%
vs Peers
-9.65%

VMGRX Mutual Fund Performance

VMGRX performance across multiple time periods: 1-month 3.77%, YTD 0.24%, 1-year 1.83%, 3-year 10.65%, 5-year 1.66%, 10-year 9.96%.

VMGRX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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