VGSIX Mutual Fund

NAV$32.58

Returns Overview

1 Month
+1.67%
3 Months
+9.64%
6 Months
+11.04%
YTD
+10.96%
1 Year
+12.32%
3 Years (annualized)
+8.69%
5 Years (annualized)
+2.49%
10 Years (annualized)
+4.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGSIX 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
MSCI US Investable Market Real Estate 25/50 Index
This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+11.24%
vs Peers
-0.28%

VGSIX Mutual Fund Performance

VGSIX performance across multiple time periods: 1-month 1.67%, YTD 10.96%, 1-year 12.32%, 3-year 8.69%, 5-year 2.49%, 10-year 4.69%.

VGSIX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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