VMGIX Mutual Fund

NAV$116.25

Returns Overview

1 Month
+2.64%
3 Months
+19.07%
6 Months
+9.81%
YTD
+9.03%
1 Year
+7.81%
3 Years (annualized)
+14.60%
5 Years (annualized)
+5.80%
10 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMGIX 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 Mid Cap Growth Index(CRSPMIG1)
This Mutual Fund (YTD)
+9.03%
Peer Avg (YTD)
+10.82%
vs Peers
-1.79%

VMGIX Mutual Fund Performance

VMGIX performance across multiple time periods: 1-month 2.64%, YTD 9.03%, 1-year 7.81%, 3-year 14.60%, 5-year 5.80%, 10-year 12.23%.

VMGIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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