VGIRX Mutual Fund

NAV$16.86

Returns Overview

1 Month
+0.78%
3 Months
-1.17%
6 Months
+6.78%
YTD
+10.99%
1 Year
+24.25%
3 Years (annualized)
+15.06%
5 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGIRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+10.99%
Peer Avg (YTD)
+10.15%
vs Peers
+0.85%

VGIRX Mutual Fund Performance

VGIRX performance across multiple time periods: 1-month 0.78%, YTD 10.99%, 1-year 24.25%, 3-year 15.06%, 5-year 8.99%.

VGIRX returns outperform the peer average of 10.15% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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