VMSGX Mutual Fund

VMSGX Mutual Fund

NAV$23.04
See how much of VMSGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.77%
3 Months
-5.58%
6 Months
+13.13%
YTD
+6.94%
1 Year
+5.66%
3 Years (annualized)
+17.02%
5 Years (annualized)
+6.99%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMSGX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+6.94%
Peer Avg (YTD)
+6.72%
vs Peers
+0.22%

VMSGX Mutual Fund Performance

VMSGX performance across multiple time periods: 1-month -2.77%, YTD 6.94%, 1-year 5.66%, 3-year 17.02%, 5-year 6.99%, 10-year 10.74%.

VMSGX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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