VWYFX Mutual Fund

VWYFX Mutual Fund

NAV$54.93
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Returns Overview

1 Month
+7.18%
3 Months
+30.80%
6 Months
+26.37%
YTD
+24.03%
1 Year
+50.77%
3 Years (annualized)
+22.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWYFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+24.03%
Peer Avg (YTD)
+18.52%
vs Peers
+5.51%

VWYFX Mutual Fund Performance

VWYFX performance across multiple time periods: 1-month 7.18%, YTD 24.03%, 1-year 50.77%, 3-year 22.18%.

VWYFX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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