VVSGX Mutual Fund

VVSGX Mutual Fund

NAV$18.22
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Returns Overview

1 Month
-0.96%
3 Months
-7.09%
6 Months
+0.87%
YTD
+3.36%
1 Year
+4.29%
3 Years (annualized)
+15.58%
5 Years (annualized)
-3.22%
10 Years (annualized)
+5.27%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.36%
Peer Avg (YTD)
+12.21%
vs Peers
-8.85%

VVSGX Mutual Fund Performance

VVSGX performance across multiple time periods: 1-month -0.96%, YTD 3.36%, 1-year 4.29%, 3-year 15.58%, 5-year -3.22%, 10-year 5.27%.

VVSGX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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