VWYFX Mutual Fund

VWYFX Mutual Fund

NAV$49.42
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Returns Overview

1 Month
-5.31%
3 Months
-13.33%
6 Months
+13.37%
YTD
+7.50%
1 Year
+14.76%
3 Years (annualized)
+17.90%
5 Years (annualized)
+7.93%
10 Years (annualized)
+13.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWYFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.50%
Peer Avg (YTD)
+10.34%
vs Peers
-2.84%

VWYFX Mutual Fund Performance

VWYFX performance across multiple time periods: 1-month -5.31%, YTD 7.50%, 1-year 14.76%, 3-year 17.90%, 5-year 7.93%, 10-year 13.66%.

VWYFX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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