WALSX Mutual Fund

WALSX Mutual Fund

NAV$14.18
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Returns Overview

1 Month
+0.36%
3 Months
+7.01%
6 Months
+9.80%
YTD
+13.39%
1 Year
+7.42%
3 Years (annualized)
+7.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WALSX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+13.39%
Peer Avg (YTD)
+4.85%
vs Peers
+8.54%

WALSX Mutual Fund Performance

WALSX performance across multiple time periods: 1-month 0.36%, YTD 13.39%, 1-year 7.42%, 3-year 7.24%.

WALSX returns outperform the peer average of 4.85% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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