VDIGX Mutual Fund

VDIGX Mutual Fund

NAV$33.84
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Returns Overview

1 Month
+5.90%
3 Months
+4.11%
6 Months
+9.05%
YTD
+9.34%
1 Year
+12.06%
3 Years (annualized)
+12.54%
5 Years (annualized)
+6.87%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VDIGX 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
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📉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
Dividend Growth Spliced Index
This Mutual Fund (YTD)
+9.34%
Peer Avg (YTD)
+17.72%
vs Peers
-8.38%

VDIGX Mutual Fund Performance

VDIGX performance across multiple time periods: 1-month 5.90%, YTD 9.34%, 1-year 12.06%, 3-year 12.54%, 5-year 6.87%, 10-year 11.73%.

VDIGX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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