VRGEX Mutual Fund

VRGEX Mutual Fund

NAV$36.16
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Returns Overview

1 Month
-5.91%
3 Months
-6.28%
6 Months
+3.07%
YTD
+4.58%
1 Year
+3.44%
3 Years (annualized)
+11.18%
5 Years (annualized)
+1.51%
10 Years (annualized)
+5.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRGEX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+4.58%
Peer Avg (YTD)
+4.73%
vs Peers
-0.15%

VRGEX Mutual Fund Performance

VRGEX performance across multiple time periods: 1-month -5.91%, YTD 4.58%, 1-year 3.44%, 3-year 11.18%, 5-year 1.51%, 10-year 5.86%.

VRGEX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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