VMGRX Mutual Fund

NAV$25.14

Returns Overview

1 Month
+2.80%
3 Months
+21.53%
6 Months
+6.32%
YTD
+5.81%
1 Year
+9.56%
3 Years (annualized)
+13.04%
5 Years (annualized)
+3.61%
10 Years (annualized)
+10.90%

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
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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+5.81%
Peer Avg (YTD)
+10.82%
vs Peers
-5.01%

VMGRX Mutual Fund Performance

VMGRX performance across multiple time periods: 1-month 2.80%, YTD 5.81%, 1-year 9.56%, 3-year 13.04%, 5-year 3.61%, 10-year 10.90%.

VMGRX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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