VWYIX Mutual Fund

VWYIX Mutual Fund

NAV$49.99
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Returns Overview

1 Month
+1.93%
3 Months
-1.95%
6 Months
+9.89%
YTD
+15.49%
1 Year
+26.43%
3 Years (annualized)
+17.61%
5 Years (annualized)
+7.67%
10 Years (annualized)
+13.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWYIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.49%
Peer Avg (YTD)
+15.20%
vs Peers
+0.29%

VWYIX Mutual Fund Performance

VWYIX performance across multiple time periods: 1-month 1.93%, YTD 15.49%, 1-year 26.43%, 3-year 17.61%, 5-year 7.67%, 10-year 13.38%.

VWYIX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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