WAFMX Mutual Fund

WAFMX Mutual Fund

NAV$3.76
See how much of WAFMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.95%
3 Months
-2.69%
6 Months
-4.23%
YTD
-0.55%
1 Year
-2.69%
3 Years (annualized)
+6.83%
5 Years (annualized)
-2.96%
10 Years (annualized)
+3.36%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Frontier Emerging Markets Index(.FEMAPEXN)
This Mutual Fund (YTD)
-0.55%
Peer Avg (YTD)
+10.05%
vs Peers
-10.60%

WAFMX Mutual Fund Performance

WAFMX performance across multiple time periods: 1-month -2.95%, YTD -0.55%, 1-year -2.69%, 3-year 6.83%, 5-year -2.96%, 10-year 3.36%.

WAFMX returns trail the peer average of 10.05% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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