VWYKX Mutual Fund

VWYKX Mutual Fund

NAV$52.87
See how much of VWYKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.20%
3 Months
+2.27%
6 Months
+7.03%
YTD
+13.63%
1 Year
+32.45%
3 Years (annualized)
+16.84%
5 Years (annualized)
+8.20%
10 Years (annualized)
+13.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWYKX 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)
+13.63%
Peer Avg (YTD)
+15.31%
vs Peers
-1.68%

VWYKX Mutual Fund Performance

VWYKX performance across multiple time periods: 1-month -10.20%, YTD 13.63%, 1-year 32.45%, 3-year 16.84%, 5-year 8.20%, 10-year 13.95%.

VWYKX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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