VWINX Mutual Fund

VWINX Mutual Fund

NAV$25.01
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Returns Overview

1 Month
+0.27%
3 Months
+0.76%
6 Months
+2.07%
YTD
+3.31%
1 Year
+8.89%
3 Years (annualized)
+7.87%
5 Years (annualized)
+3.85%
10 Years (annualized)
+5.61%

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)
+3.31%
Peer Avg (YTD)
+3.39%
vs Peers
-0.08%

VWINX Mutual Fund Performance

VWINX performance across multiple time periods: 1-month 0.27%, YTD 3.31%, 1-year 8.89%, 3-year 7.87%, 5-year 3.85%, 10-year 5.61%.

VWINX returns trail the peer average of 3.39% 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.