VZGRX Mutual Fund

VZGRX Mutual Fund

NAV$69.36
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Returns Overview

1 Month
+6.33%
3 Months
-2.02%
6 Months
+13.73%
YTD
+4.74%
1 Year
+3.89%
3 Years (annualized)
+19.08%
5 Years (annualized)
+0.58%
10 Years (annualized)
+15.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VZGRX 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 Growth Index(^RAG)
This Mutual Fund (YTD)
+4.74%
Peer Avg (YTD)
+14.35%
vs Peers
-9.61%

VZGRX Mutual Fund Performance

VZGRX performance across multiple time periods: 1-month 6.33%, YTD 4.74%, 1-year 3.89%, 3-year 19.08%, 5-year 0.58%, 10-year 15.91%.

VZGRX returns trail the peer average of 14.35% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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