WAEMX Mutual Fund

NAV$2.05
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Returns Overview

1 Month
+0.47%
3 Months
+20.34%
6 Months
+25.29%
YTD
+24.56%
1 Year
+26.84%
3 Years (annualized)
+11.90%
5 Years (annualized)
+1.23%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAEMX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+24.56%
Peer Avg (YTD)
+21.71%
vs Peers
+2.85%

WAEMX Mutual Fund Performance

WAEMX performance across multiple time periods: 1-month 0.47%, YTD 24.56%, 1-year 26.84%, 3-year 11.90%, 5-year 1.23%, 10-year 8.30%.

WAEMX returns outperform the peer average of 21.71% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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