VWETX Mutual Fund

VWETX Mutual Fund

NAV$7.00
See how much of VWETX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.82%
3 Months
-0.09%
6 Months
-2.39%
YTD
-2.65%
1 Year
-3.72%
3 Years (annualized)
+6.18%
5 Years (annualized)
-3.78%
10 Years (annualized)
+1.28%

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)
-2.65%
Peer Avg (YTD)
+2.28%
vs Peers
-4.93%

VWETX Mutual Fund Performance

VWETX performance across multiple time periods: 1-month 3.82%, YTD -2.65%, 1-year -3.72%, 3-year 6.18%, 5-year -3.78%, 10-year 1.28%.

VWETX returns trail the peer average of 2.28% 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.