VWIAX Mutual Fund

VWIAX Mutual Fund

NAV$63.42
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Returns Overview

1 Month
-0.14%
3 Months
+3.01%
6 Months
+3.31%
YTD
+3.07%
1 Year
+8.65%
3 Years (annualized)
+7.96%
5 Years (annualized)
+3.86%
10 Years (annualized)
+5.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWIAX 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
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📉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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+3.07%
Peer Avg (YTD)
+4.14%
vs Peers
-1.07%

VWIAX Mutual Fund Performance

VWIAX performance across multiple time periods: 1-month -0.14%, YTD 3.07%, 1-year 8.65%, 3-year 7.96%, 5-year 3.86%, 10-year 5.67%.

VWIAX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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