VWIAX Mutual Fund

VWIAX Mutual Fund

NAV$61.16
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Returns Overview

1 Month
-4.29%
3 Months
-3.53%
6 Months
-0.64%
YTD
-0.57%
1 Year
+1.60%
3 Years (annualized)
+8.67%
5 Years (annualized)
+3.83%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWIAX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
-0.57%
Peer Avg (YTD)
+2.46%
vs Peers
-3.03%

VWIAX Mutual Fund Performance

VWIAX performance across multiple time periods: 1-month -4.29%, YTD -0.57%, 1-year 1.60%, 3-year 8.67%, 5-year 3.83%, 10-year 5.74%.

VWIAX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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