WAARX Mutual Fund

WAARX Mutual Fund

NAV$8.76
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Returns Overview

1 Month
+0.33%
3 Months
-0.01%
6 Months
-0.44%
YTD
+0.64%
1 Year
+1.94%
3 Years (annualized)
+5.02%
5 Years (annualized)
+0.18%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAARX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+0.64%
Peer Avg (YTD)
+2.15%
vs Peers
-1.51%

WAARX Mutual Fund Performance

WAARX performance across multiple time periods: 1-month 0.33%, YTD 0.64%, 1-year 1.94%, 3-year 5.02%, 5-year 0.18%, 10-year 1.98%.

WAARX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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