VWYGX Mutual Fund

NAV$52.62

Returns Overview

1 Month
+7.12%
3 Months
+30.53%
6 Months
+25.91%
YTD
+23.55%
1 Year
+49.64%
3 Years (annualized)
+21.27%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+23.55%
Peer Avg (YTD)
+18.52%
vs Peers
+5.03%

VWYGX Mutual Fund Performance

VWYGX performance across multiple time periods: 1-month 7.12%, YTD 23.55%, 1-year 49.64%, 3-year 21.27%.

VWYGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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