VGWAX Mutual Fund

VGWAX Mutual Fund

NAV$37.80
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Returns Overview

1 Month
-3.06%
3 Months
-0.48%
6 Months
+6.96%
YTD
+9.16%
1 Year
+15.07%
3 Years (annualized)
+14.48%
5 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGWAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE Developed Net Tax (US RIC) Index
This Mutual Fund (YTD)
+9.16%
Peer Avg (YTD)
+2.46%
vs Peers
+6.71%

VGWAX Mutual Fund Performance

VGWAX performance across multiple time periods: 1-month -3.06%, YTD 9.16%, 1-year 15.07%, 3-year 14.48%, 5-year 8.70%.

VGWAX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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