WAADX Mutual Fund

WAADX Mutual Fund

NAV$5.91
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Returns Overview

3 Months
-0.69%
6 Months
-1.17%
YTD
+0.47%
1 Year
+2.82%
3 Years (annualized)
+4.69%
5 Years (annualized)
-4.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAADX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.47%
Peer Avg (YTD)
+4.75%
vs Peers
-4.27%

WAADX Mutual Fund Performance

WAADX performance across multiple time periods: YTD 0.47%, 1-year 2.82%, 3-year 4.69%, 5-year -4.79%.

WAADX returns trail the peer average of 4.75% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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