WAEXX Mutual Fund

WAEXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.31%
3 Months
+0.90%
6 Months
+1.79%
YTD
+2.10%
1 Year
+3.74%
3 Years (annualized)
+4.58%
5 Years (annualized)
+3.58%

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)
+2.10%
Peer Avg (YTD)
+1.18%
vs Peers
+0.92%

WAEXX Mutual Fund Performance

WAEXX performance across multiple time periods: 1-month 0.31%, YTD 2.10%, 1-year 3.74%, 3-year 4.58%, 5-year 3.58%.

WAEXX returns outperform the peer average of 1.18% 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.