WAIOX Mutual Fund

WAIOX Mutual Fund

NAV$1.96
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Returns Overview

1 Month
-1.56%
3 Months
+2.16%
6 Months
+5.00%
YTD
+5.00%
1 Year
-2.95%
3 Years (annualized)
+3.24%
5 Years (annualized)
-7.05%
10 Years (annualized)
+3.48%

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
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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
MSCI AC World ex-US Small Cap Index
This Mutual Fund (YTD)
+5.00%
Peer Avg (YTD)
+15.31%
vs Peers
-10.31%

WAIOX Mutual Fund Performance

WAIOX performance across multiple time periods: 1-month -1.56%, YTD 5.00%, 1-year -2.95%, 3-year 3.24%, 5-year -7.05%, 10-year 3.48%.

WAIOX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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