VWICX Mutual Fund

NAV$18.71

Returns Overview

1 Month
-2.96%
3 Months
+1.91%
6 Months
+3.03%
YTD
+8.78%
1 Year
+31.37%
3 Years (annualized)
+22.32%
5 Years (annualized)
+12.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWICX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.78%
Peer Avg (YTD)
+9.13%
vs Peers
-0.35%

VWICX Mutual Fund Performance

VWICX performance across multiple time periods: 1-month -2.96%, YTD 8.78%, 1-year 31.37%, 3-year 22.32%, 5-year 12.21%.

VWICX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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