VWYFX Mutual Fund

VWYFX Mutual Fund

NAV$54.74
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Returns Overview

1 Month
-10.22%
3 Months
+2.21%
6 Months
+6.89%
YTD
+13.48%
1 Year
+32.12%
3 Years (annualized)
+16.52%
5 Years (annualized)
+7.93%
10 Years (annualized)
+13.66%

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
PROUpgrade to run
🏦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)
+13.48%
Peer Avg (YTD)
+15.31%
vs Peers
-1.83%

VWYFX Mutual Fund Performance

VWYFX performance across multiple time periods: 1-month -10.22%, YTD 13.48%, 1-year 32.12%, 3-year 16.52%, 5-year 7.93%, 10-year 13.66%.

VWYFX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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