WACVX Mutual Fund

WACVX Mutual Fund

NAV$12.28
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Returns Overview

1 Month
+3.37%
3 Months
+5.14%
6 Months
+11.90%
YTD
+17.54%

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)
+17.54%
Peer Avg (YTD)
+15.31%
vs Peers
+2.23%

WACVX Mutual Fund Performance

WACVX performance across multiple time periods: 1-month 3.37%, YTD 17.54%.

WACVX returns outperform the peer average of 15.31% 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.