WAGSX Mutual Fund

NAV$12.85

Returns Overview

1 Month
-0.16%
3 Months
+11.17%
6 Months
+2.12%
YTD
+1.70%
1 Year
-5.64%
3 Years (annualized)
+4.81%
5 Years (annualized)
-1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAGSX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+9.57%
vs Peers
-7.87%

WAGSX Mutual Fund Performance

WAGSX performance across multiple time periods: 1-month -0.16%, YTD 1.70%, 1-year -5.64%, 3-year 4.81%, 5-year -1.69%.

WAGSX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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