VGWAX Mutual Fund

VGWAX Mutual Fund

NAV$38.27
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Returns Overview

1 Month
+2.17%
3 Months
+1.16%
6 Months
+4.67%
YTD
+12.41%
1 Year
+17.02%
3 Years (annualized)
+15.76%
5 Years (annualized)
+8.42%

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)
+12.41%
Peer Avg (YTD)
+2.95%
vs Peers
+9.45%

VGWAX Mutual Fund Performance

VGWAX performance across multiple time periods: 1-month 2.17%, YTD 12.41%, 1-year 17.02%, 3-year 15.76%, 5-year 8.42%.

VGWAX returns outperform the peer average of 2.95% 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.