VTWAX Mutual Fund

VTWAX Mutual Fund

NAV$54.82
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Returns Overview

1 Month
-1.61%
3 Months
-0.26%
6 Months
+3.33%
YTD
+10.22%
1 Year
+12.29%
3 Years (annualized)
+21.95%
5 Years (annualized)
+9.84%
10 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTWAX 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 Index(^GEISAC)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+8.05%
vs Peers
+2.16%

VTWAX Mutual Fund Performance

VTWAX performance across multiple time periods: 1-month -1.61%, YTD 10.22%, 1-year 12.29%, 3-year 21.95%, 5-year 9.84%, 10-year 12.26%.

VTWAX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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