VWESX Mutual Fund

VWESX Mutual Fund

NAV$6.95
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Returns Overview

1 Month
-4.64%
3 Months
-7.59%
6 Months
-5.78%
YTD
-6.33%
1 Year
-6.76%
3 Years (annualized)
+2.87%
5 Years (annualized)
-3.83%
10 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWESX 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
Bloomberg US Long Credit A or Better Bond Index
This Mutual Fund (YTD)
-6.33%
Peer Avg (YTD)
+0.50%
vs Peers
-6.83%

VWESX Mutual Fund Performance

VWESX performance across multiple time periods: 1-month -4.64%, YTD -6.33%, 1-year -6.76%, 3-year 2.87%, 5-year -3.83%, 10-year 0.97%.

VWESX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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