VFWAX Mutual Fund

VFWAX Mutual Fund

NAV$51.24
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Returns Overview

1 Month
-2.77%
3 Months
-0.94%
6 Months
+11.46%
YTD
+11.95%
1 Year
+18.78%
3 Years (annualized)
+20.10%
5 Years (annualized)
+9.43%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFWAX 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
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🏦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
FTSE Global All Cap ex USA Index(^VXUSI)
This Mutual Fund (YTD)
+11.95%
Peer Avg (YTD)
+9.29%
vs Peers
+2.66%

VFWAX Mutual Fund Performance

VFWAX performance across multiple time periods: 1-month -2.77%, YTD 11.95%, 1-year 18.78%, 3-year 20.10%, 5-year 9.43%, 10-year 9.76%.

VFWAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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