VGISX Mutual Fund

NAV$39.84

Returns Overview

1 Month
+1.70%
3 Months
+9.95%
6 Months
+11.44%
YTD
+11.53%
1 Year
+13.95%
3 Years (annualized)
+11.05%
5 Years (annualized)
+2.91%
10 Years (annualized)
+5.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGISX 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 EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+11.53%
Peer Avg (YTD)
+11.24%
vs Peers
+0.29%

VGISX Mutual Fund Performance

VGISX performance across multiple time periods: 1-month 1.70%, YTD 11.53%, 1-year 13.95%, 3-year 11.05%, 5-year 2.91%, 10-year 5.75%.

VGISX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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