VTWIX Mutual Fund

NAV$326.37

Returns Overview

1 Month
-0.70%
3 Months
+13.73%
6 Months
+11.58%
YTD
+10.82%
1 Year
+23.83%
3 Years (annualized)
+19.52%
5 Years (annualized)
+10.79%
10 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTWIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE Global All Cap Index(^GEISAC)
This Mutual Fund (YTD)
+10.82%
Peer Avg (YTD)
+9.13%
vs Peers
+1.69%

VTWIX Mutual Fund Performance

VTWIX performance across multiple time periods: 1-month -0.70%, YTD 10.82%, 1-year 23.83%, 3-year 19.52%, 5-year 10.79%, 10-year 12.71%.

VTWIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

VTWIX performance comparison shows side-by-side returns with another fund. VTWIX alternatives are available in the Mutual Fund Screener.