VADGX Mutual Fund

VADGX Mutual Fund

NAV$32.54
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Returns Overview

1 Month
-2.65%
3 Months
-0.50%
6 Months
+8.82%
YTD
+1.57%
1 Year
+4.31%
3 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VADGX 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
S&P US Dividend Growers Index Total Return(^SPUSDGITR)
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+9.91%
vs Peers
-8.34%

VADGX Mutual Fund Performance

VADGX performance across multiple time periods: 1-month -2.65%, YTD 1.57%, 1-year 4.31%, 3-year 9.84%.

VADGX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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