VMGIX Mutual Fund

VMGIX Mutual Fund

NAV$117.27
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Returns Overview

1 Month
-3.14%
3 Months
-4.68%
6 Months
+13.61%
YTD
+4.20%
1 Year
-0.09%
3 Years (annualized)
+14.29%
5 Years (annualized)
+4.58%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMGIX 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 Mid Growth Index
This Mutual Fund (YTD)
+4.20%
Peer Avg (YTD)
+6.72%
vs Peers
-2.53%

VMGIX Mutual Fund Performance

VMGIX performance across multiple time periods: 1-month -3.14%, YTD 4.20%, 1-year -0.09%, 3-year 14.29%, 5-year 4.58%, 10-year 11.66%.

VMGIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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