VGWLX Mutual Fund

VGWLX Mutual Fund

NAV$30.24
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Returns Overview

1 Month
-3.05%
3 Months
-0.47%
6 Months
+6.93%
YTD
+9.12%
1 Year
+14.96%
3 Years (annualized)
+14.35%
5 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGWLX 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
FTSE Developed Net Tax (US RIC) Index
This Mutual Fund (YTD)
+9.12%
Peer Avg (YTD)
+2.46%
vs Peers
+6.67%

VGWLX Mutual Fund Performance

VGWLX performance across multiple time periods: 1-month -3.05%, YTD 9.12%, 1-year 14.96%, 3-year 14.35%, 5-year 8.57%.

VGWLX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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