WAGOX Mutual Fund

WAGOX Mutual Fund

NAV$3.92
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Returns Overview

1 Month
-0.49%
3 Months
+4.69%
6 Months
+6.07%
YTD
+6.63%
1 Year
+0.99%
3 Years (annualized)
+5.56%
5 Years (annualized)
-1.14%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAGOX 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
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📉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
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+6.63%
Peer Avg (YTD)
+8.67%
vs Peers
-2.04%

WAGOX Mutual Fund Performance

WAGOX performance across multiple time periods: 1-month -0.49%, YTD 6.63%, 1-year 0.99%, 3-year 5.56%, 5-year -1.14%, 10-year 9.38%.

WAGOX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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