VWELX Mutual Fund

VWELX Mutual Fund

NAV$47.45
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Returns Overview

1 Month
-1.19%
3 Months
-1.02%
6 Months
+9.01%
YTD
+5.23%
1 Year
+8.72%
3 Years (annualized)
+14.69%
5 Years (annualized)
+7.66%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWELX 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)
+5.23%
Peer Avg (YTD)
+4.96%
vs Peers
+0.27%

VWELX Mutual Fund Performance

VWELX performance across multiple time periods: 1-month -1.19%, YTD 5.23%, 1-year 8.72%, 3-year 14.69%, 5-year 7.66%, 10-year 9.90%.

VWELX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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