WACVX Mutual Fund

WACVX Mutual Fund

NAV$11.57
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Returns Overview

1 Month
-1.10%
3 Months
+0.69%
6 Months
+5.86%
YTD
+18.35%
1 Year
+23.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WACVX 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
MSCI AC World Small Cap (Net) Index(MSLUAWON)
This Mutual Fund (YTD)
+18.35%
Peer Avg (YTD)
+12.21%
vs Peers
+6.14%

WACVX Mutual Fund Performance

WACVX performance across multiple time periods: 1-month -1.10%, YTD 18.35%, 1-year 23.04%.

WACVX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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