VRSGX Mutual Fund

VRSGX Mutual Fund

NAV$18.13
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Returns Overview

1 Month
+6.21%
3 Months
+7.89%
6 Months
-2.79%
YTD
-2.67%
1 Year
+7.01%
3 Years (annualized)
+8.17%
5 Years (annualized)
+5.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRSGX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
-2.67%
Peer Avg (YTD)
+18.52%
vs Peers
-21.20%

VRSGX Mutual Fund Performance

VRSGX performance across multiple time periods: 1-month 6.21%, YTD -2.67%, 1-year 7.01%, 3-year 8.17%, 5-year 5.68%.

VRSGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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