VWYGX Mutual Fund

VWYGX Mutual Fund

NAV$49.67
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Returns Overview

1 Month
+1.88%
3 Months
-2.07%
6 Months
+9.62%
YTD
+15.10%
1 Year
+25.80%
3 Years (annualized)
+17.02%
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)
+15.10%
Peer Avg (YTD)
+15.20%
vs Peers
-0.10%

VWYGX Mutual Fund Performance

VWYGX performance across multiple time periods: 1-month 1.88%, YTD 15.10%, 1-year 25.80%, 3-year 17.02%, 5-year 7.13%, 10-year 12.82%.

VWYGX returns trail the peer average of 15.20% 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.