VWSTX Mutual Fund

VWSTX Mutual Fund

NAV$15.70
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Returns Overview

1 Month
-0.95%
3 Months
-0.71%
6 Months
+0.17%
YTD
+0.70%
1 Year
+1.36%
3 Years (annualized)
+3.65%
5 Years (annualized)
+2.32%
10 Years (annualized)
+1.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWSTX 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
Bloomberg 1 Year Municipal Bond Index(^BYMBIMBI)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
-3.84%
vs Peers
+4.54%

VWSTX Mutual Fund Performance

VWSTX performance across multiple time periods: 1-month -0.95%, YTD 0.70%, 1-year 1.36%, 3-year 3.65%, 5-year 2.32%, 10-year 1.82%.

VWSTX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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