VWENX Mutual Fund

VWENX Mutual Fund

NAV$81.71
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Returns Overview

1 Month
-1.01%
3 Months
+1.37%
6 Months
+4.04%
YTD
+4.71%
1 Year
+12.70%
3 Years (annualized)
+13.51%
5 Years (annualized)
+7.78%
10 Years (annualized)
+9.72%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+4.71%
Peer Avg (YTD)
+5.54%
vs Peers
-0.83%

VWENX Mutual Fund Performance

VWENX performance across multiple time periods: 1-month -1.01%, YTD 4.71%, 1-year 12.70%, 3-year 13.51%, 5-year 7.78%, 10-year 9.72%.

VWENX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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