VFWSX Mutual Fund

VFWSX Mutual Fund

NAV$164.42
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Returns Overview

1 Month
+2.75%
3 Months
+2.03%
6 Months
+4.89%
YTD
+16.71%
1 Year
+26.75%
3 Years (annualized)
+20.13%
5 Years (annualized)
+9.46%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFWSX 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)
+16.71%
Peer Avg (YTD)
+10.17%
vs Peers
+6.54%

VFWSX Mutual Fund Performance

VFWSX performance across multiple time periods: 1-month 2.75%, YTD 16.71%, 1-year 26.75%, 3-year 20.13%, 5-year 9.46%, 10-year 9.71%.

VFWSX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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