VAAGX Mutual Fund

VAAGX Mutual Fund

NAV$31.83
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Returns Overview

1 Month
-2.33%
3 Months
+3.25%
6 Months
+18.21%
YTD
+17.16%
1 Year
+27.87%
3 Years (annualized)
+16.31%
5 Years (annualized)
+7.95%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAAGX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.16%
Peer Avg (YTD)
+10.00%
vs Peers
+7.16%

VAAGX Mutual Fund Performance

VAAGX performance across multiple time periods: 1-month -2.33%, YTD 17.16%, 1-year 27.87%, 3-year 16.31%, 5-year 7.95%, 10-year 10.32%.

VAAGX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

VAAGX vs another fund shows side-by-side returns. VAAGX alternatives are available in the Mutual Fund Screener.