VWIAX Mutual Fund

VWIAX Mutual Fund

NAV$63.01
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Returns Overview

1 Month
+0.27%
3 Months
+0.78%
6 Months
+2.13%
YTD
+3.35%
1 Year
+8.96%
3 Years (annualized)
+7.95%
5 Years (annualized)
+3.92%
10 Years (annualized)
+5.68%

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
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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+3.35%
Peer Avg (YTD)
+3.39%
vs Peers
-0.03%

VWIAX Mutual Fund Performance

VWIAX performance across multiple time periods: 1-month 0.27%, YTD 3.35%, 1-year 8.96%, 3-year 7.95%, 5-year 3.92%, 10-year 5.68%.

VWIAX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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