VGINX Mutual Fund

VGINX Mutual Fund

NAV$103.76
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Returns Overview

1 Month
-3.15%
3 Months
+0.46%
6 Months
+12.41%
YTD
+12.02%
1 Year
+17.89%
3 Years (annualized)
+17.40%
5 Years (annualized)
+11.46%
10 Years (annualized)
+12.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGINX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.02%
Peer Avg (YTD)
+10.00%
vs Peers
+2.02%

VGINX Mutual Fund Performance

VGINX performance across multiple time periods: 1-month -3.15%, YTD 12.02%, 1-year 17.89%, 3-year 17.40%, 5-year 11.46%, 10-year 12.77%.

VGINX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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