VDIGX Mutual Fund

VDIGX Mutual Fund

NAV$32.45
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Returns Overview

1 Month
-2.79%
3 Months
-0.38%
6 Months
+8.83%
YTD
+3.25%
1 Year
+196.58%
3 Years (annualized)
+9.81%
5 Years (annualized)
+6.62%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VDIGX 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
Dividend Growth Spliced Index
This Mutual Fund (YTD)
+3.25%
Peer Avg (YTD)
+9.98%
vs Peers
-6.73%

VDIGX Mutual Fund Performance

VDIGX performance across multiple time periods: 1-month -2.79%, YTD 3.25%, 1-year 196.58%, 3-year 9.81%, 5-year 6.62%, 10-year 10.93%.

VDIGX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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