VVSGX Mutual Fund

VVSGX Mutual Fund

NAV$18.46
See how much of VVSGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.70%
3 Months
-10.72%
6 Months
+11.47%
YTD
+4.36%
1 Year
+10.33%
3 Years (annualized)
+11.68%
5 Years (annualized)
-1.43%
10 Years (annualized)
+5.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVSGX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.36%
Peer Avg (YTD)
+10.34%
vs Peers
-5.98%

VVSGX Mutual Fund Performance

VVSGX performance across multiple time periods: 1-month -6.70%, YTD 4.36%, 1-year 10.33%, 3-year 11.68%, 5-year -1.43%, 10-year 5.57%.

VVSGX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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