VVSGX Mutual Fund

NAV$21.06

Returns Overview

1 Month
+8.12%
3 Months
+24.85%
6 Months
+20.99%
YTD
+19.77%
1 Year
+29.16%
3 Years (annualized)
+13.89%
5 Years (annualized)
+1.18%
10 Years (annualized)
+13.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVSGX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+19.77%
Peer Avg (YTD)
+18.52%
vs Peers
+1.25%

VVSGX Mutual Fund Performance

VVSGX performance across multiple time periods: 1-month 8.12%, YTD 19.77%, 1-year 29.16%, 3-year 13.89%, 5-year 1.18%, 10-year 13.58%.

VVSGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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