VWALX Mutual Fund

NAV$10.60

Returns Overview

1 Month
+1.10%
3 Months
+3.16%
6 Months
+3.25%
YTD
+3.25%
1 Year
+8.60%
3 Years (annualized)
+4.99%
5 Years (annualized)
+1.37%
10 Years (annualized)
+2.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWALX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.25%
Peer Avg (YTD)
+1.79%
vs Peers
+1.47%

VWALX Mutual Fund Performance

VWALX performance across multiple time periods: 1-month 1.10%, YTD 3.25%, 1-year 8.60%, 3-year 4.99%, 5-year 1.37%, 10-year 2.89%.

VWALX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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