VMSGX Mutual Fund

NAV$24.18

Returns Overview

1 Month
+3.73%
3 Months
+19.82%
6 Months
+14.56%
YTD
+13.27%
1 Year
+16.24%
3 Years (annualized)
+17.93%
5 Years (annualized)
+12.57%
10 Years (annualized)
+16.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMSGX 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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+13.27%
Peer Avg (YTD)
+10.82%
vs Peers
+2.45%

VMSGX Mutual Fund Performance

VMSGX performance across multiple time periods: 1-month 3.73%, YTD 13.27%, 1-year 16.24%, 3-year 17.93%, 5-year 12.57%, 10-year 16.75%.

VMSGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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