WAASX Mutual Fund

NAV$9.03

Returns Overview

1 Month
+0.01%
3 Months
+1.34%
6 Months
+0.84%
YTD
+0.73%
1 Year
+2.94%
3 Years (annualized)
+5.26%
5 Years (annualized)
+0.68%
10 Years (annualized)
+2.44%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+0.73%
Peer Avg (YTD)
+3.23%
vs Peers
-2.50%

WAASX Mutual Fund Performance

WAASX performance across multiple time periods: 1-month 0.01%, YTD 0.73%, 1-year 2.94%, 3-year 5.26%, 5-year 0.68%, 10-year 2.44%.

WAASX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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