WAFCX Mutual Fund

WAFCX Mutual Fund

NAV$8.51
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Returns Overview

1 Month
+0.11%
3 Months
-1.47%
6 Months
-1.79%
YTD
-0.38%
1 Year
-0.35%
3 Years (annualized)
+2.32%
5 Years (annualized)
-0.02%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAFCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury: US
This Mutual Fund (YTD)
-0.38%
Peer Avg (YTD)
+2.15%
vs Peers
-2.53%

WAFCX Mutual Fund Performance

WAFCX performance across multiple time periods: 1-month 0.11%, YTD -0.38%, 1-year -0.35%, 3-year 2.32%, 5-year -0.02%, 10-year 1.74%.

WAFCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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