WAASX Mutual Fund

WAASX Mutual Fund

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Returns Overview

1 Month
-0.33%
3 Months
+0.11%
6 Months
-0.05%
YTD
+0.39%
1 Year
+2.82%
3 Years (annualized)
+4.56%
5 Years (annualized)
+0.32%
10 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAASX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+0.39%
Peer Avg (YTD)
+0.12%
vs Peers
+0.27%

WAASX Mutual Fund Performance

WAASX performance across multiple time periods: 1-month -0.33%, YTD 0.39%, 1-year 2.82%, 3-year 4.56%, 5-year 0.32%, 10-year 2.21%.

WAASX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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