VSMGX Mutual Fund

VSMGX Mutual Fund

NAV$36.43
See how much of VSMGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.19%
3 Months
-0.16%
6 Months
+1.83%
YTD
+6.17%
1 Year
+7.46%
3 Years (annualized)
+15.21%
5 Years (annualized)
+5.95%
10 Years (annualized)
+8.18%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Moderate Growth Composite Index
This Mutual Fund (YTD)
+6.17%
Peer Avg (YTD)
+5.30%
vs Peers
+0.87%

VSMGX Mutual Fund Performance

VSMGX performance across multiple time periods: 1-month -0.19%, YTD 6.17%, 1-year 7.46%, 3-year 15.21%, 5-year 5.95%, 10-year 8.18%.

VSMGX returns outperform the peer average of 5.30% 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.