WAIIX Mutual Fund

WAIIX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
+0.11%
3 Months
-1.16%
6 Months
-1.30%
YTD
+0.26%
1 Year
+0.54%
3 Years (annualized)
+3.36%
5 Years (annualized)
-0.32%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAIIX 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
Bloomberg US Treasury: US
This Mutual Fund (YTD)
+0.26%
Peer Avg (YTD)
+2.15%
vs Peers
-1.90%

WAIIX Mutual Fund Performance

WAIIX performance across multiple time periods: 1-month 0.11%, YTD 0.26%, 1-year 0.54%, 3-year 3.36%, 5-year -0.32%, 10-year 1.99%.

WAIIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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