VGREX Mutual Fund

VGREX Mutual Fund

NAV$7.10
See how much of VGREX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.81%
3 Months
-6.31%
6 Months
+3.33%
YTD
+3.73%
1 Year
+2.72%
3 Years (annualized)
+9.33%
5 Years (annualized)
+0.04%
10 Years (annualized)
+0.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGREX 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
PROUpgrade to run

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)
+3.73%
Peer Avg (YTD)
+4.73%
vs Peers
-1.00%

VGREX Mutual Fund Performance

VGREX performance across multiple time periods: 1-month -5.81%, YTD 3.73%, 1-year 2.72%, 3-year 9.33%, 5-year 0.04%, 10-year 0.30%.

VGREX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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