VRGEX Mutual Fund

NAV$39.44

Returns Overview

1 Month
+1.71%
3 Months
+9.97%
6 Months
+11.49%
YTD
+11.59%
1 Year
+14.09%
3 Years (annualized)
+11.27%
5 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRGEX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+11.59%
Peer Avg (YTD)
+11.24%
vs Peers
+0.34%

VRGEX Mutual Fund Performance

VRGEX performance across multiple time periods: 1-month 1.71%, YTD 11.59%, 1-year 14.09%, 3-year 11.27%, 5-year 3.14%.

VRGEX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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