VWUAX Mutual Fund

VWUAX Mutual Fund

NAV$206.32
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Returns Overview

1 Month
+2.06%
3 Months
+1.98%
6 Months
+17.91%
YTD
+4.32%
1 Year
+3.67%
3 Years (annualized)
+19.20%
5 Years (annualized)
+5.70%
10 Years (annualized)
+15.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWUAX 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)
+4.32%
Peer Avg (YTD)
+8.68%
vs Peers
-4.36%

VWUAX Mutual Fund Performance

VWUAX performance across multiple time periods: 1-month 2.06%, YTD 4.32%, 1-year 3.67%, 3-year 19.20%, 5-year 5.70%, 10-year 15.49%.

VWUAX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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