WAIOX Mutual Fund

WAIOX Mutual Fund

NAV$1.88
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Returns Overview

1 Month
-4.57%
3 Months
-0.53%
6 Months
+1.62%
YTD
+4.44%
1 Year
+3.77%
3 Years (annualized)
+7.28%
5 Years (annualized)
-6.90%
10 Years (annualized)
+3.06%

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
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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)
+4.44%
Peer Avg (YTD)
+12.21%
vs Peers
-7.76%

WAIOX Mutual Fund Performance

WAIOX performance across multiple time periods: 1-month -4.57%, YTD 4.44%, 1-year 3.77%, 3-year 7.28%, 5-year -6.90%, 10-year 3.06%.

WAIOX returns trail the peer average of 12.21% 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.