VYSGX Mutual Fund

NAV$16.65

Returns Overview

1 Month
-1.30%
3 Months
+7.91%
6 Months
+12.05%
YTD
+16.19%
1 Year
+17.22%
3 Years (annualized)
+11.63%
5 Years (annualized)
+4.69%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VYSGX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.19%
Peer Avg (YTD)
+18.52%
vs Peers
-2.33%

VYSGX Mutual Fund Performance

VYSGX performance across multiple time periods: 1-month -1.30%, YTD 16.19%, 1-year 17.22%, 3-year 11.63%, 5-year 4.69%, 10-year 8.25%.

VYSGX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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