VTWIX Mutual Fund

VTWIX Mutual Fund

NAV$325.31
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Returns Overview

1 Month
-1.69%
3 Months
+0.50%
6 Months
+14.69%
YTD
+11.77%
1 Year
+16.01%
3 Years (annualized)
+20.28%
5 Years (annualized)
+10.73%
10 Years (annualized)
+12.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTWIX 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 Index(^GEISAC)
This Mutual Fund (YTD)
+11.77%
Peer Avg (YTD)
+9.29%
vs Peers
+2.47%

VTWIX Mutual Fund Performance

VTWIX performance across multiple time periods: 1-month -1.69%, YTD 11.77%, 1-year 16.01%, 3-year 20.28%, 5-year 10.73%, 10-year 12.56%.

VTWIX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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