WAFCX Mutual Fund

WAFCX Mutual Fund

NAV$8.88
See how much of WAFCX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.90%
3 Months
-1.36%
6 Months
-0.82%
YTD
-0.49%
1 Year
+1.08%
3 Years (annualized)
+1.86%
5 Years (annualized)
-1.35%
10 Years (annualized)
+1.68%

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
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
Bloomberg US Treasury: US
This Mutual Fund (YTD)
-0.49%
Peer Avg (YTD)
+0.12%
vs Peers
-0.61%

WAFCX Mutual Fund Performance

WAFCX performance across multiple time periods: 1-month -0.90%, YTD -0.49%, 1-year 1.08%, 3-year 1.86%, 5-year -1.35%, 10-year 1.68%.

WAFCX returns trail the peer average of 0.12% 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.