VRGWX Mutual Fund

VRGWX Mutual Fund

NAV$1006.41
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Returns Overview

1 Month
+2.04%
3 Months
+0.80%
6 Months
+17.67%
YTD
+6.44%
1 Year
+7.33%
3 Years (annualized)
+21.05%
5 Years (annualized)
+11.83%
10 Years (annualized)
+17.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRGWX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+6.44%
Peer Avg (YTD)
+8.68%
vs Peers
-2.24%

VRGWX Mutual Fund Performance

VRGWX performance across multiple time periods: 1-month 2.04%, YTD 6.44%, 1-year 7.33%, 3-year 21.05%, 5-year 11.83%, 10-year 17.89%.

VRGWX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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