VGWAX Mutual Fund

NAV$37.79

Returns Overview

1 Month
+0.67%
3 Months
+3.03%
6 Months
+5.09%
YTD
+8.72%
1 Year
+18.59%
3 Years (annualized)
+13.39%
5 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGWAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE Developed Net Tax (US RIC) Index
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+4.14%
vs Peers
+4.57%

VGWAX Mutual Fund Performance

VGWAX performance across multiple time periods: 1-month 0.67%, YTD 8.72%, 1-year 18.59%, 3-year 13.39%, 5-year 8.32%.

VGWAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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