WAESX Mutual Fund

WAESX Mutual Fund

NAV$20.58
See how much of WAESX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.22%
3 Months
+1.09%
6 Months
+6.84%
YTD
+7.14%
1 Year
+15.09%
3 Years (annualized)
+8.13%
5 Years (annualized)
-1.12%
10 Years (annualized)
+7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAESX 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
MSCI Emerging Markets Mid Cap Index
This Mutual Fund (YTD)
+7.14%
Peer Avg (YTD)
+15.92%
vs Peers
-8.78%

WAESX Mutual Fund Performance

WAESX performance across multiple time periods: 1-month -3.22%, YTD 7.14%, 1-year 15.09%, 3-year 8.13%, 5-year -1.12%, 10-year 7.82%.

WAESX returns trail the peer average of 15.92% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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