VSGIX Mutual Fund

VSGIX Mutual Fund

NAV$100.17
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Returns Overview

1 Month
-6.93%
3 Months
+1.61%
6 Months
+8.93%
YTD
+13.03%
1 Year
+20.98%
3 Years (annualized)
+13.05%
5 Years (annualized)
+4.09%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSGIX 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
Morningstar US Small Growth Index
This Mutual Fund (YTD)
+13.03%
Peer Avg (YTD)
+15.31%
vs Peers
-2.28%

VSGIX Mutual Fund Performance

VSGIX performance across multiple time periods: 1-month -6.93%, YTD 13.03%, 1-year 20.98%, 3-year 13.05%, 5-year 4.09%, 10-year 10.74%.

VSGIX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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