WAGTX Mutual Fund

WAGTX Mutual Fund

NAV$11.45
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Returns Overview

1 Month
+3.28%
3 Months
+1.43%
6 Months
+2.24%
YTD
+4.35%
1 Year
+10.12%
3 Years (annualized)
-4.29%
5 Years (annualized)
+2.96%
10 Years (annualized)
+4.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAGTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country Ex-US Small Cap Index
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+2.21%
vs Peers
+2.14%

WAGTX Mutual Fund Performance

WAGTX performance across multiple time periods: 1-month 3.28%, YTD 4.35%, 1-year 10.12%, 3-year -4.29%, 5-year 2.96%, 10-year 4.68%.

WAGTX returns outperform the peer average of 2.21% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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