WAGXX Mutual Fund

WAGXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.25%
3 Months
+0.77%
6 Months
+1.53%
YTD
+1.53%
1 Year
+3.35%
3 Years (annualized)
+4.16%
5 Years (annualized)
+3.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAGXX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+1.53%
Peer Avg (YTD)
+1.70%
vs Peers
-0.17%

WAGXX Mutual Fund Performance

WAGXX performance across multiple time periods: 1-month 0.25%, YTD 1.53%, 1-year 3.35%, 3-year 4.16%, 5-year 3.16%.

WAGXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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