VWETX Mutual Fund

VWETX Mutual Fund

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Returns Overview

1 Month
-4.63%
3 Months
-7.57%
6 Months
-5.72%
YTD
-6.26%
1 Year
-6.66%
3 Years (annualized)
+2.98%
5 Years (annualized)
-3.73%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWETX 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
PROUpgrade to run

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)
-6.26%
Peer Avg (YTD)
+0.50%
vs Peers
-6.76%

VWETX Mutual Fund Performance

VWETX performance across multiple time periods: 1-month -4.63%, YTD -6.26%, 1-year -6.66%, 3-year 2.98%, 5-year -3.73%, 10-year 1.68%.

VWETX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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