WAIOX Mutual Fund

NAV$1.95

Returns Overview

1 Month
-1.54%
3 Months
+16.36%
6 Months
+7.26%
YTD
+6.67%
1 Year
-6.77%
3 Years (annualized)
+4.63%
5 Years (annualized)
-6.73%
10 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAIOX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI AC World ex-US Small Cap Index
This Mutual Fund (YTD)
+6.67%
Peer Avg (YTD)
+18.52%
vs Peers
-11.86%

WAIOX Mutual Fund Performance

WAIOX performance across multiple time periods: 1-month -1.54%, YTD 6.67%, 1-year -6.77%, 3-year 4.63%, 5-year -6.73%, 10-year 4.00%.

WAIOX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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