VGWIX Mutual Fund

NAV$24.29

Returns Overview

1 Month
+0.58%
3 Months
+1.93%
6 Months
+1.38%
YTD
+3.27%
1 Year
+9.20%
3 Years (annualized)
+9.28%
5 Years (annualized)
+4.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGWIX 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)
+3.27%
Peer Avg (YTD)
+6.73%
vs Peers
-3.45%

VGWIX Mutual Fund Performance

VGWIX performance across multiple time periods: 1-month 0.58%, YTD 3.27%, 1-year 9.20%, 3-year 9.28%, 5-year 4.90%.

VGWIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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