WAAEX Mutual Fund

WAAEX Mutual Fund

NAV$39.10
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Returns Overview

1 Month
+3.07%
3 Months
-0.34%
6 Months
+5.60%
YTD
+2.19%
1 Year
+0.80%
3 Years (annualized)
+9.93%
5 Years (annualized)
-6.25%
10 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAAEX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+2.19%
Peer Avg (YTD)
+12.21%
vs Peers
-10.02%

WAAEX Mutual Fund Performance

WAAEX performance across multiple time periods: 1-month 3.07%, YTD 2.19%, 1-year 0.80%, 3-year 9.93%, 5-year -6.25%, 10-year 8.99%.

WAAEX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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