WAFSX Mutual Fund

NAV$9.42

Returns Overview

1 Month
-0.49%
3 Months
+0.96%
6 Months
+1.05%
YTD
+1.05%
1 Year
+3.11%
3 Years (annualized)
+3.32%
5 Years (annualized)
+1.59%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAFSX 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
Bloomberg US Treasury: US
This Mutual Fund (YTD)
+1.05%
Peer Avg (YTD)
+3.23%
vs Peers
-2.18%

WAFSX Mutual Fund Performance

WAFSX performance across multiple time periods: 1-month -0.49%, YTD 1.05%, 1-year 3.11%, 3-year 3.32%, 5-year 1.59%, 10-year 2.83%.

WAFSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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