WAESX Mutual Fund

NAV$20.20

Returns Overview

1 Month
+3.60%
3 Months
+18.37%
6 Months
+10.70%
YTD
+9.44%
1 Year
+11.62%
3 Years (annualized)
+9.38%
5 Years (annualized)
-0.72%
10 Years (annualized)
+8.54%

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

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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 Markets Mid Cap Index
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+21.71%
vs Peers
-12.27%

WAESX Mutual Fund Performance

WAESX performance across multiple time periods: 1-month 3.60%, YTD 9.44%, 1-year 11.62%, 3-year 9.38%, 5-year -0.72%, 10-year 8.54%.

WAESX returns trail the peer average of 21.71% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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