VWYGX Mutual Fund

VWYGX Mutual Fund

NAV$53.36
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Returns Overview

1 Month
-10.27%
3 Months
+2.02%
6 Months
+6.49%
YTD
+13.00%
1 Year
+31.13%
3 Years (annualized)
+15.65%
5 Years (annualized)
+7.13%
10 Years (annualized)
+12.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWYGX 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)
+13.00%
Peer Avg (YTD)
+15.31%
vs Peers
-2.31%

VWYGX Mutual Fund Performance

VWYGX performance across multiple time periods: 1-month -10.27%, YTD 13.00%, 1-year 31.13%, 3-year 15.65%, 5-year 7.13%, 10-year 12.82%.

VWYGX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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