VRGWX Mutual Fund

NAV$936.97

Returns Overview

1 Month
-2.80%
3 Months
+16.59%
6 Months
+5.18%
YTD
+5.46%
1 Year
+17.51%
3 Years (annualized)
+22.45%
5 Years (annualized)
+13.62%
10 Years (annualized)
+18.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRGWX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+5.46%
Peer Avg (YTD)
+8.97%
vs Peers
-3.51%

VRGWX Mutual Fund Performance

VRGWX performance across multiple time periods: 1-month -2.80%, YTD 5.46%, 1-year 17.51%, 3-year 22.45%, 5-year 13.62%, 10-year 18.49%.

VRGWX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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