VWYIX Mutual Fund

VWYIX Mutual Fund

NAV$49.09
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Returns Overview

1 Month
-1.20%
3 Months
-4.67%
6 Months
-2.62%
YTD
+8.01%
1 Year
+9.25%
3 Years (annualized)
+20.39%
5 Years (annualized)
+5.71%
10 Years (annualized)
+13.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWYIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.01%
Peer Avg (YTD)
+14.00%
vs Peers
-5.99%

VWYIX Mutual Fund Performance

VWYIX performance across multiple time periods: 1-month -1.20%, YTD 8.01%, 1-year 9.25%, 3-year 20.39%, 5-year 5.71%, 10-year 13.05%.

VWYIX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

VWYIX vs another fund shows side-by-side returns. VWYIX alternatives are available in the Mutual Fund Screener.