VWUAX Mutual Fund

NAV$201.77

Returns Overview

1 Month
-2.41%
3 Months
+15.62%
6 Months
+1.98%
YTD
+2.30%
1 Year
+8.78%
3 Years (annualized)
+19.92%
5 Years (annualized)
+6.66%
10 Years (annualized)
+16.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWUAX 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)
+2.30%
Peer Avg (YTD)
+8.97%
vs Peers
-6.67%

VWUAX Mutual Fund Performance

VWUAX performance across multiple time periods: 1-month -2.41%, YTD 2.30%, 1-year 8.78%, 3-year 19.92%, 5-year 6.66%, 10-year 16.08%.

VWUAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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