VWSUX Mutual Fund

VWSUX Mutual Fund

NAV$15.70
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Returns Overview

1 Month
-0.94%
3 Months
-0.69%
6 Months
+0.21%
YTD
+0.76%
1 Year
+1.45%
3 Years (annualized)
+3.73%
5 Years (annualized)
+2.40%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWSUX 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)
+0.76%
Peer Avg (YTD)
-3.84%
vs Peers
+4.60%

VWSUX Mutual Fund Performance

VWSUX performance across multiple time periods: 1-month -0.94%, YTD 0.76%, 1-year 1.45%, 3-year 3.73%, 5-year 2.40%, 10-year 1.99%.

VWSUX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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