WAEXX Mutual Fund

WAEXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.28%
3 Months
+0.88%
6 Months
+1.79%
YTD
+2.38%
1 Year
+3.66%
3 Years (annualized)
+4.50%
5 Years (annualized)
+3.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAEXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Consumer Price Index(^CPI)
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+2.25%
vs Peers
+0.13%

WAEXX Mutual Fund Performance

WAEXX performance across multiple time periods: 1-month 0.28%, YTD 2.38%, 1-year 3.66%, 3-year 4.50%, 5-year 3.62%.

WAEXX returns outperform the peer average of 2.25% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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