VYGJX Mutual Fund

VYGJX Mutual Fund

NAV$12.95
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Returns Overview

1 Month
+0.72%
3 Months
+9.91%
6 Months
+9.26%
YTD
+8.38%
1 Year
+17.33%
3 Years (annualized)
+15.47%
5 Years (annualized)
+6.76%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VYGJX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+5.87%
vs Peers
+2.51%

VYGJX Mutual Fund Performance

VYGJX performance across multiple time periods: 1-month 0.72%, YTD 8.38%, 1-year 17.33%, 3-year 15.47%, 5-year 6.76%, 10-year 7.95%.

VYGJX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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