WAIIX Mutual Fund

WAIIX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
-0.75%
3 Months
-1.06%
6 Months
-0.16%
YTD
+0.15%
1 Year
+2.13%
3 Years (annualized)
+2.92%
5 Years (annualized)
-0.35%
10 Years (annualized)
+2.57%

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)
+0.15%
Peer Avg (YTD)
+0.12%
vs Peers
+0.03%

WAIIX Mutual Fund Performance

WAIIX performance across multiple time periods: 1-month -0.75%, YTD 0.15%, 1-year 2.13%, 3-year 2.92%, 5-year -0.35%, 10-year 2.57%.

WAIIX returns outperform the peer average of 0.12% 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.