VGRIX Mutual Fund

VGRIX Mutual Fund

NAV$95.84
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Returns Overview

1 Month
-3.18%
3 Months
+0.34%
6 Months
+12.14%
YTD
+11.62%
1 Year
+17.31%
3 Years (annualized)
+16.81%
5 Years (annualized)
+10.90%
10 Years (annualized)
+12.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGRIX 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)
+11.62%
Peer Avg (YTD)
+10.00%
vs Peers
+1.63%

VGRIX Mutual Fund Performance

VGRIX performance across multiple time periods: 1-month -3.18%, YTD 11.62%, 1-year 17.31%, 3-year 16.81%, 5-year 10.90%, 10-year 12.21%.

VGRIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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