WAIVX Mutual Fund

WAIVX Mutual Fund

NAV$15.88
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Returns Overview

1 Month
+7.02%
3 Months
+3.74%
6 Months
+9.90%
YTD
+15.81%
1 Year
+34.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAIVX 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

This Mutual Fund (YTD)
+15.81%
Peer Avg (YTD)
+11.41%
vs Peers
+4.40%

WAIVX Mutual Fund Performance

WAIVX performance across multiple time periods: 1-month 7.02%, YTD 15.81%, 1-year 34.59%.

WAIVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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