VGWIX Mutual Fund

VGWIX Mutual Fund

NAV$24.19
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Returns Overview

1 Month
+3.08%
3 Months
+0.39%
6 Months
+2.40%
YTD
+5.49%
1 Year
+8.79%
3 Years (annualized)
+11.48%
5 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGWIX 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)
+5.49%
Peer Avg (YTD)
+6.22%
vs Peers
-0.73%

VGWIX Mutual Fund Performance

VGWIX performance across multiple time periods: 1-month 3.08%, YTD 5.49%, 1-year 8.79%, 3-year 11.48%, 5-year 5.08%.

VGWIX returns trail the peer average of 6.22% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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