VSMGX Mutual Fund

VSMGX Mutual Fund

NAV$36.58
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Returns Overview

1 Month
+1.86%
3 Months
+0.85%
6 Months
+4.67%
YTD
+8.32%
1 Year
+14.08%
3 Years (annualized)
+13.78%
5 Years (annualized)
+6.39%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSMGX 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
Moderate Growth Composite Index
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+6.28%
vs Peers
+2.04%

VSMGX Mutual Fund Performance

VSMGX performance across multiple time periods: 1-month 1.86%, YTD 8.32%, 1-year 14.08%, 3-year 13.78%, 5-year 6.39%, 10-year 8.27%.

VSMGX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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