VWNDX Mutual Fund

NAV$25.31

Returns Overview

1 Month
+0.30%
3 Months
+9.25%
6 Months
+7.36%
YTD
+6.40%
1 Year
+17.50%
3 Years (annualized)
+13.04%
5 Years (annualized)
+9.75%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWNDX 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
PROUpgrade to run

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)
+6.40%
Peer Avg (YTD)
+9.49%
vs Peers
-3.09%

VWNDX Mutual Fund Performance

VWNDX performance across multiple time periods: 1-month 0.30%, YTD 6.40%, 1-year 17.50%, 3-year 13.04%, 5-year 9.75%, 10-year 11.14%.

VWNDX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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