WAAEX Mutual Fund

WAAEX Mutual Fund

NAV$39.30
See how much of WAAEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.46%
3 Months
+5.95%
6 Months
+0.55%
YTD
+2.53%
1 Year
-0.83%
3 Years (annualized)
+3.09%
5 Years (annualized)
-5.42%
10 Years (annualized)
+8.90%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
+15.31%
vs Peers
-12.78%

WAAEX Mutual Fund Performance

WAAEX performance across multiple time periods: 1-month -1.46%, YTD 2.53%, 1-year -0.83%, 3-year 3.09%, 5-year -5.42%, 10-year 8.90%.

WAAEX returns trail the peer average of 15.31% 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.