VGIAX Mutual Fund

NAV$122.23

Returns Overview

1 Month
-0.37%
3 Months
+15.23%
6 Months
+9.46%
YTD
+9.06%
1 Year
+22.54%
3 Years (annualized)
+18.39%
5 Years (annualized)
+12.10%
10 Years (annualized)
+14.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGIAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+9.06%
Peer Avg (YTD)
+9.51%
vs Peers
-0.45%

VGIAX Mutual Fund Performance

VGIAX performance across multiple time periods: 1-month -0.37%, YTD 9.06%, 1-year 22.54%, 3-year 18.39%, 5-year 12.10%, 10-year 14.51%.

VGIAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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