VFWPX Mutual Fund

NAV$175.95

Returns Overview

1 Month
-0.32%
3 Months
+12.01%
6 Months
+14.03%
YTD
+12.51%
1 Year
+27.69%
3 Years (annualized)
+18.85%
5 Years (annualized)
+9.00%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFWPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE Global All Cap ex USA Index(^VXUSI)
This Mutual Fund (YTD)
+12.51%
Peer Avg (YTD)
+9.13%
vs Peers
+3.38%

VFWPX Mutual Fund Performance

VFWPX performance across multiple time periods: 1-month -0.32%, YTD 12.51%, 1-year 27.69%, 3-year 18.85%, 5-year 9.00%, 10-year 10.02%.

VFWPX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

VFWPX performance comparison shows side-by-side returns with another fund. VFWPX alternatives are available in the Mutual Fund Screener.