WALSX Mutual Fund

NAV$14.12

Returns Overview

1 Month
+8.21%
3 Months
+8.29%
6 Months
+12.80%
YTD
+12.98%
1 Year
+2.44%
3 Years (annualized)
+7.75%

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
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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.98%
Peer Avg (YTD)
+3.78%
vs Peers
+9.20%

WALSX Mutual Fund Performance

WALSX performance across multiple time periods: 1-month 8.21%, YTD 12.98%, 1-year 2.44%, 3-year 7.75%.

WALSX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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