VSGEX Mutual Fund

NAV$7.65

Returns Overview

6 Months
+1.06%
YTD
+0.92%
1 Year
-0.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSGEX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+0.92%
Peer Avg (YTD)
+8.97%
vs Peers
-8.05%

VSGEX Mutual Fund Performance

VSGEX performance across multiple time periods: YTD 0.92%, 1-year -0.78%.

VSGEX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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