VWNEX Mutual Fund

NAV$85.30
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Returns Overview

1 Month
+0.25%
3 Months
+9.21%
6 Months
+7.38%
YTD
+6.39%
1 Year
+17.55%
3 Years (annualized)
+13.13%
5 Years (annualized)
+9.84%
10 Years (annualized)
+11.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWNEX 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

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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)
+6.39%
Peer Avg (YTD)
+9.49%
vs Peers
-3.10%

VWNEX Mutual Fund Performance

VWNEX performance across multiple time periods: 1-month 0.25%, YTD 6.39%, 1-year 17.55%, 3-year 13.13%, 5-year 9.84%, 10-year 11.24%.

VWNEX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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