VWNAX Mutual Fund

VWNAX Mutual Fund

NAV$94.67
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Returns Overview

1 Month
-0.74%
3 Months
+7.04%
6 Months
+5.88%
YTD
+5.19%
1 Year
+18.45%
3 Years (annualized)
+16.16%
5 Years (annualized)
+10.36%
10 Years (annualized)
+13.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWNAX 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)
+5.19%
Peer Avg (YTD)
+9.49%
vs Peers
-4.30%

VWNAX Mutual Fund Performance

VWNAX performance across multiple time periods: 1-month -0.74%, YTD 5.19%, 1-year 18.45%, 3-year 16.16%, 5-year 10.36%, 10-year 13.62%.

VWNAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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