VGWLX Mutual Fund

VGWLX Mutual Fund

NAV$30.91
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Returns Overview

1 Month
+1.33%
3 Months
+2.70%
6 Months
+6.37%
YTD
+11.74%
1 Year
+20.87%
3 Years (annualized)
+12.94%
5 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGWLX 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)
+11.74%
Peer Avg (YTD)
+3.39%
vs Peers
+8.35%

VGWLX Mutual Fund Performance

VGWLX performance across multiple time periods: 1-month 1.33%, YTD 11.74%, 1-year 20.87%, 3-year 12.94%, 5-year 8.31%.

VGWLX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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