VESGX Mutual Fund

NAV$53.19

Returns Overview

1 Month
+1.20%
3 Months
+7.04%
6 Months
+5.54%
YTD
+9.49%
1 Year
+17.40%
3 Years (annualized)
+15.59%
5 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VESGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
+9.49%
Peer Avg (YTD)
+9.13%
vs Peers
+0.36%

VESGX Mutual Fund Performance

VESGX performance across multiple time periods: 1-month 1.20%, YTD 9.49%, 1-year 17.40%, 3-year 15.59%, 5-year 10.89%.

VESGX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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