VISGX Mutual Fund

VISGX Mutual Fund

NAV$95.26
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Returns Overview

1 Month
-3.52%
3 Months
-7.65%
6 Months
+11.81%
YTD
+10.14%
1 Year
+13.73%
3 Years (annualized)
+15.64%
5 Years (annualized)
+4.19%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VISGX 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
Morningstar US Small Growth Index
This Mutual Fund (YTD)
+10.14%
Peer Avg (YTD)
+10.34%
vs Peers
-0.20%

VISGX Mutual Fund Performance

VISGX performance across multiple time periods: 1-month -3.52%, YTD 10.14%, 1-year 13.73%, 3-year 15.64%, 5-year 4.19%, 10-year 10.87%.

VISGX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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