Morningstar ratings
Jul 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | VG Financial | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 7.71% | 12.15% | 12.52% | 11.47% |
| 1 week | 0.60% | 0.19% | 0.53% | 0.44% |
| 1 month | 3.34% | 3.58% | 4.71% | 3.14% |
| 6 months | 13.31% | 10.53% | 12.95% | 8.28% |
| 1 year | 11.14% | 19.23% | 21.92% | 18.32% |
| 3 years | 83.33% | 74.26% | 92.42% | 55.99% |
| All | 644.53% | 48.77% | 1200.36% | 4093.20% |