VGISX Mutual Fund

VGISX Mutual Fund

NAV$36.30
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Returns Overview

1 Month
-5.94%
3 Months
-6.33%
6 Months
+3.00%
YTD
+4.47%
1 Year
+3.29%
3 Years (annualized)
+10.97%
5 Years (annualized)
+1.29%
10 Years (annualized)
+5.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGISX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+4.47%
Peer Avg (YTD)
+4.73%
vs Peers
-0.26%

VGISX Mutual Fund Performance

VGISX performance across multiple time periods: 1-month -5.94%, YTD 4.47%, 1-year 3.29%, 3-year 10.97%, 5-year 1.29%, 10-year 5.63%.

VGISX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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