WAISX Mutual Fund

WAISX Mutual Fund

NAV$13.37
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Returns Overview

1 Month
-0.38%
3 Months
-3.91%
6 Months
-1.51%
YTD
-1.06%
1 Year
-8.04%
3 Years (annualized)
+4.49%
5 Years (annualized)
-2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAISX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
-1.06%
Peer Avg (YTD)
+8.62%
vs Peers
-9.68%

WAISX Mutual Fund Performance

WAISX performance across multiple time periods: 1-month -0.38%, YTD -1.06%, 1-year -8.04%, 3-year 4.49%, 5-year -2.83%.

WAISX returns trail the peer average of 8.62% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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