VEGBX Mutual Fund

VEGBX Mutual Fund

NAV$23.81
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Returns Overview

1 Month
-3.51%
3 Months
-3.86%
6 Months
+1.45%
YTD
+0.12%
1 Year
+3.53%
3 Years (annualized)
+10.80%
5 Years (annualized)
+4.15%
10 Years (annualized)
+6.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VEGBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Jp Morgan Embi Global Diversified
This Mutual Fund (YTD)
+0.12%
Peer Avg (YTD)
+0.32%
vs Peers
-0.20%

VEGBX Mutual Fund Performance

VEGBX performance across multiple time periods: 1-month -3.51%, YTD 0.12%, 1-year 3.53%, 3-year 10.80%, 5-year 4.15%, 10-year 6.38%.

VEGBX returns trail the peer average of 0.32% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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