VWENX Mutual Fund

NAV$80.48

Returns Overview

1 Month
-0.93%
3 Months
+9.57%
6 Months
+5.93%
YTD
+5.78%
1 Year
+15.63%
3 Years (annualized)
+14.65%
5 Years (annualized)
+8.53%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWENX 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)
+5.78%
Peer Avg (YTD)
+5.87%
vs Peers
-0.09%

VWENX Mutual Fund Performance

VWENX performance across multiple time periods: 1-month -0.93%, YTD 5.78%, 1-year 15.63%, 3-year 14.65%, 5-year 8.53%, 10-year 10.09%.

VWENX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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