VESGX Mutual Fund

VESGX Mutual Fund

NAV$56.86
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Returns Overview

1 Month
-0.48%
3 Months
+4.21%
6 Months
+22.60%
YTD
+17.72%
1 Year
+20.58%
3 Years (annualized)
+17.78%
5 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VESGX 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
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
+17.72%
Peer Avg (YTD)
+9.29%
vs Peers
+8.43%

VESGX Mutual Fund Performance

VESGX performance across multiple time periods: 1-month -0.48%, YTD 17.72%, 1-year 20.58%, 3-year 17.78%, 5-year 11.12%.

VESGX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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