VMSGX Mutual Fund

VMSGX Mutual Fund

NAV$23.82
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Returns Overview

1 Month
-4.34%
3 Months
+4.76%
6 Months
+8.39%
YTD
+9.58%
1 Year
+9.82%
3 Years (annualized)
+15.20%
5 Years (annualized)
+7.07%
10 Years (annualized)
+13.62%

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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.58%
Peer Avg (YTD)
+9.54%
vs Peers
+0.04%

VMSGX Mutual Fund Performance

VMSGX performance across multiple time periods: 1-month -4.34%, YTD 9.58%, 1-year 9.82%, 3-year 15.20%, 5-year 7.07%, 10-year 13.62%.

VMSGX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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