VWINX Mutual Fund

VWINX Mutual Fund

NAV$25.25
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Returns Overview

1 Month
-4.27%
3 Months
-3.53%
6 Months
-0.64%
YTD
-0.60%
1 Year
+1.55%
3 Years (annualized)
+8.60%
5 Years (annualized)
+3.76%
10 Years (annualized)
+5.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWINX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
-0.60%
Peer Avg (YTD)
+2.46%
vs Peers
-3.06%

VWINX Mutual Fund Performance

VWINX performance across multiple time periods: 1-month -4.27%, YTD -0.60%, 1-year 1.55%, 3-year 8.60%, 5-year 3.76%, 10-year 5.66%.

VWINX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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