VHGEX Mutual Fund

VHGEX Mutual Fund

NAV$41.96
See how much of VHGEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.71%
3 Months
+0.95%
6 Months
+14.41%
YTD
+7.18%
1 Year
+9.89%
3 Years (annualized)
+17.09%
5 Years (annualized)
+7.33%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VHGEX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.18%
Peer Avg (YTD)
+8.68%
vs Peers
-1.50%

VHGEX Mutual Fund Performance

VHGEX performance across multiple time periods: 1-month -1.71%, YTD 7.18%, 1-year 9.89%, 3-year 17.09%, 5-year 7.33%, 10-year 11.73%.

VHGEX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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