VIGIX Mutual Fund

NAV$263.14

Returns Overview

1 Month
-3.66%
3 Months
+18.57%
6 Months
+6.26%
YTD
+6.58%
1 Year
+18.48%
3 Years (annualized)
+22.86%
5 Years (annualized)
+13.15%
10 Years (annualized)
+17.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIGIX 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
CRSP US Large Cap Growth Index(CRSPLCG1)
This Mutual Fund (YTD)
+6.58%
Peer Avg (YTD)
+8.97%
vs Peers
-2.39%

VIGIX Mutual Fund Performance

VIGIX performance across multiple time periods: 1-month -3.66%, YTD 6.58%, 1-year 18.48%, 3-year 22.86%, 5-year 13.15%, 10-year 17.99%.

VIGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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