VMGRX Mutual Fund

VMGRX Mutual Fund

NAV$25.43
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Returns Overview

1 Month
-8.71%
3 Months
+0.75%
6 Months
+0.08%
YTD
-3.40%
1 Year
-1.54%
3 Years (annualized)
+8.45%
5 Years (annualized)
+1.33%
10 Years (annualized)
+9.45%

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)
-3.40%
Peer Avg (YTD)
+9.54%
vs Peers
-12.94%

VMGRX Mutual Fund Performance

VMGRX performance across multiple time periods: 1-month -8.71%, YTD -3.40%, 1-year -1.54%, 3-year 8.45%, 5-year 1.33%, 10-year 9.45%.

VMGRX returns trail the peer average of 9.54% 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.