VGWAX Mutual Fund

VGWAX Mutual Fund

NAV$38.53
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Returns Overview

1 Month
+1.30%
3 Months
+2.67%
6 Months
+6.38%
YTD
+11.80%
1 Year
+20.93%
3 Years (annualized)
+13.06%
5 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGWAX 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 Developed Net Tax (US RIC) Index
This Mutual Fund (YTD)
+11.80%
Peer Avg (YTD)
+3.39%
vs Peers
+8.41%

VGWAX Mutual Fund Performance

VGWAX performance across multiple time periods: 1-month 1.30%, YTD 11.80%, 1-year 20.93%, 3-year 13.06%, 5-year 8.44%.

VGWAX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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