WAFMX Mutual Fund

NAV$3.73

Returns Overview

1 Month
+1.63%
3 Months
+6.88%
6 Months
+3.61%
YTD
+2.47%
1 Year
-3.37%
3 Years (annualized)
+9.13%
5 Years (annualized)
-2.42%
10 Years (annualized)
+3.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAFMX 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 Frontier Emerging Markets Index(.FEMAPEXN)
This Mutual Fund (YTD)
+2.47%
Peer Avg (YTD)
+11.18%
vs Peers
-8.71%

WAFMX Mutual Fund Performance

WAFMX performance across multiple time periods: 1-month 1.63%, YTD 2.47%, 1-year -3.37%, 3-year 9.13%, 5-year -2.42%, 10-year 3.75%.

WAFMX returns trail the peer average of 11.18% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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