VWMVX Mutual Fund

NAV$11.26

Returns Overview

1 Month
-0.40%
3 Months
+8.09%
6 Months
+5.71%
YTD
+5.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VWMVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+5.87%
vs Peers
-0.46%

VWMVX Mutual Fund Performance

VWMVX performance across multiple time periods: 1-month -0.40%, YTD 5.41%.

VWMVX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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