VGELX Mutual Fund

VGELX Mutual Fund

NAV$116.80
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Returns Overview

1 Month
-3.14%
3 Months
+4.47%
6 Months
-2.30%
YTD
+19.45%
1 Year
+26.29%
3 Years (annualized)
+19.85%
5 Years (annualized)
+19.85%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGELX 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
PROUpgrade to run
🏦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
Spliced Energy Index
This Mutual Fund (YTD)
+19.45%
Peer Avg (YTD)
+19.29%
vs Peers
+0.16%

VGELX Mutual Fund Performance

VGELX performance across multiple time periods: 1-month -3.14%, YTD 19.45%, 1-year 26.29%, 3-year 19.85%, 5-year 19.85%, 10-year 7.67%.

VGELX returns outperform the peer average of 19.29% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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