VWUSX Mutual Fund

NAV$77.03

Returns Overview

1 Month
-2.43%
3 Months
+15.58%
6 Months
+1.93%
YTD
+2.24%
1 Year
+8.67%
3 Years (annualized)
+19.79%
5 Years (annualized)
+6.55%
10 Years (annualized)
+15.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWUSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+8.97%
vs Peers
-6.73%

VWUSX Mutual Fund Performance

VWUSX performance across multiple time periods: 1-month -2.43%, YTD 2.24%, 1-year 8.67%, 3-year 19.79%, 5-year 6.55%, 10-year 15.91%.

VWUSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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