WAGSX Mutual Fund

WAGSX Mutual Fund

NAV$12.01
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Returns Overview

1 Month
+0.95%
3 Months
+1.91%
6 Months
+5.87%
YTD
+3.81%
1 Year
+0.16%
3 Years (annualized)
+6.12%
5 Years (annualized)
-2.72%

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
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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 Index(MSEUACWF)
This Mutual Fund (YTD)
+3.81%
Peer Avg (YTD)
+9.59%
vs Peers
-5.78%

WAGSX Mutual Fund Performance

WAGSX performance across multiple time periods: 1-month 0.95%, YTD 3.81%, 1-year 0.16%, 3-year 6.12%, 5-year -2.72%.

WAGSX returns trail the peer average of 9.59% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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