VWINX Mutual Fund

VWINX Mutual Fund

NAV$25.81
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Returns Overview

1 Month
+3.61%
3 Months
-0.31%
6 Months
+0.45%
YTD
+2.99%
1 Year
+5.02%
3 Years (annualized)
+10.18%
5 Years (annualized)
+3.60%
10 Years (annualized)
+5.74%

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
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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)
+2.99%
Peer Avg (YTD)
+2.95%
vs Peers
+0.04%

VWINX Mutual Fund Performance

VWINX performance across multiple time periods: 1-month 3.61%, YTD 2.99%, 1-year 5.02%, 3-year 10.18%, 5-year 3.60%, 10-year 5.74%.

VWINX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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