VFWAX Mutual Fund

VFWAX Mutual Fund

NAV$50.21
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Returns Overview

1 Month
-2.95%
3 Months
-2.82%
6 Months
+0.30%
YTD
+8.90%
1 Year
+13.64%
3 Years (annualized)
+20.56%
5 Years (annualized)
+8.39%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFWAX 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 Global All Cap ex USA Index(^VXUSI)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+8.05%
vs Peers
+0.84%

VFWAX Mutual Fund Performance

VFWAX performance across multiple time periods: 1-month -2.95%, YTD 8.90%, 1-year 13.64%, 3-year 20.56%, 5-year 8.39%, 10-year 9.18%.

VFWAX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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