WAGNX Mutual Fund

WAGNX Mutual Fund

NAV$13.30
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Returns Overview

1 Month
+1.67%
3 Months
+6.17%
6 Months
+14.32%
YTD
+3.56%
1 Year
+3.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAGNX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.56%
Peer Avg (YTD)
+14.49%
vs Peers
-10.93%

WAGNX Mutual Fund Performance

WAGNX performance across multiple time periods: 1-month 1.67%, YTD 3.56%, 1-year 3.48%.

WAGNX returns trail the peer average of 14.49% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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