VWELX Mutual Fund

NAV$46.61

Returns Overview

1 Month
-0.90%
3 Months
+9.56%
6 Months
+5.91%
YTD
+5.76%
1 Year
+15.55%
3 Years (annualized)
+14.56%
5 Years (annualized)
+8.45%
10 Years (annualized)
+10.01%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+5.76%
Peer Avg (YTD)
+5.87%
vs Peers
-0.10%

VWELX Mutual Fund Performance

VWELX performance across multiple time periods: 1-month -0.90%, YTD 5.76%, 1-year 15.55%, 3-year 14.56%, 5-year 8.45%, 10-year 10.01%.

VWELX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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