VWIGX Mutual Fund

NAV$37.29

Returns Overview

1 Month
-0.96%
3 Months
+1.03%
6 Months
-2.20%
YTD
+2.45%
1 Year
+9.47%
3 Years (annualized)
+11.67%
5 Years (annualized)
+0.37%
10 Years (annualized)
+11.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWIGX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+2.45%
Peer Avg (YTD)
+8.97%
vs Peers
-6.53%

VWIGX Mutual Fund Performance

VWIGX performance across multiple time periods: 1-month -0.96%, YTD 2.45%, 1-year 9.47%, 3-year 11.67%, 5-year 0.37%, 10-year 11.47%.

VWIGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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