VGWIX Mutual Fund

VGWIX Mutual Fund

NAV$23.64
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Returns Overview

1 Month
-3.90%
3 Months
-2.86%
6 Months
+0.22%
YTD
+1.36%
1 Year
+4.75%
3 Years (annualized)
+10.10%
5 Years (annualized)
+5.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGWIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE Developed Net Tax (US RIC) Index
This Mutual Fund (YTD)
+1.36%
Peer Avg (YTD)
+6.10%
vs Peers
-4.74%

VGWIX Mutual Fund Performance

VGWIX performance across multiple time periods: 1-month -3.90%, YTD 1.36%, 1-year 4.75%, 3-year 10.10%, 5-year 5.03%.

VGWIX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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