VWIUX Mutual Fund

VWIUX Mutual Fund

NAV$13.24
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Returns Overview

1 Month
-1.60%
3 Months
-0.68%
6 Months
-0.78%
YTD
+0.14%
1 Year
+4.65%
3 Years (annualized)
+3.43%
5 Years (annualized)
+1.04%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWIUX 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
Bloomberg 1-15 Year Municipal Index(^BBG115YMI)
This Mutual Fund (YTD)
+0.14%
Peer Avg (YTD)
+0.23%
vs Peers
-0.10%

VWIUX Mutual Fund Performance

VWIUX performance across multiple time periods: 1-month -1.60%, YTD 0.14%, 1-year 4.65%, 3-year 3.43%, 5-year 1.04%, 10-year 2.10%.

VWIUX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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