VWLUX Mutual Fund

VWLUX Mutual Fund

NAV$10.46
See how much of VWLUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.81%
3 Months
-1.04%
6 Months
-1.47%
YTD
-0.31%
1 Year
-0.05%
3 Years (annualized)
+5.38%
5 Years (annualized)
+0.61%
10 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWLUX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.31%
Peer Avg (YTD)
+0.07%
vs Peers
-0.38%

VWLUX Mutual Fund Performance

VWLUX performance across multiple time periods: 1-month 3.81%, YTD -0.31%, 1-year -0.05%, 3-year 5.38%, 5-year 0.61%, 10-year 2.31%.

VWLUX returns trail the peer average of 0.07% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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