VWINX Mutual Fund

NAV$26.11

Returns Overview

1 Month
-0.17%
3 Months
+2.99%
6 Months
+3.27%
YTD
+3.03%
1 Year
+8.55%
3 Years (annualized)
+7.89%
5 Years (annualized)
+3.79%
10 Years (annualized)
+5.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWINX 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
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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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+3.03%
Peer Avg (YTD)
+4.14%
vs Peers
-1.11%

VWINX Mutual Fund Performance

VWINX performance across multiple time periods: 1-month -0.17%, YTD 3.03%, 1-year 8.55%, 3-year 7.89%, 5-year 3.79%, 10-year 5.59%.

VWINX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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