VSGIX Mutual Fund

NAV$95.84

Returns Overview

1 Month
+2.91%
3 Months
+21.00%
6 Months
+21.32%
YTD
+19.25%
1 Year
+32.61%
3 Years (annualized)
+17.42%
5 Years (annualized)
+5.36%
10 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VSGIX 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 Small Cap Growth Index(CRSPSCG1)
This Mutual Fund (YTD)
+19.25%
Peer Avg (YTD)
+18.52%
vs Peers
+0.72%

VSGIX Mutual Fund Performance

VSGIX performance across multiple time periods: 1-month 2.91%, YTD 19.25%, 1-year 32.61%, 3-year 17.42%, 5-year 5.36%, 10-year 12.15%.

VSGIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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