VTWAX Mutual Fund

VTWAX Mutual Fund

NAV$55.69
See how much of VTWAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.63%
3 Months
+3.23%
6 Months
+7.53%
YTD
+11.26%
1 Year
+21.80%
3 Years (annualized)
+17.98%
5 Years (annualized)
+10.60%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+11.26%
Peer Avg (YTD)
+9.42%
vs Peers
+1.84%

VTWAX Mutual Fund Performance

VTWAX performance across multiple time periods: 1-month -0.63%, YTD 11.26%, 1-year 21.80%, 3-year 17.98%, 5-year 10.60%, 10-year 12.26%.

VTWAX returns outperform the peer average of 9.42% 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.