WAISX Mutual Fund

NAV$13.43

Returns Overview

1 Month
-2.31%
3 Months
+3.72%
6 Months
+0.38%
YTD
-0.68%
1 Year
-11.73%
3 Years (annualized)
+4.71%
5 Years (annualized)
-2.05%

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
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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
-0.68%
Peer Avg (YTD)
+9.57%
vs Peers
-10.26%

WAISX Mutual Fund Performance

WAISX performance across multiple time periods: 1-month -2.31%, YTD -0.68%, 1-year -11.73%, 3-year 4.71%, 5-year -2.05%.

WAISX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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