WAPIX Mutual Fund

WAPIX Mutual Fund

NAV$10.12
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Returns Overview

1 Month
+2.49%
3 Months
-0.34%
6 Months
-1.20%
YTD
-1.12%
1 Year
-0.84%
3 Years (annualized)
+5.53%
5 Years (annualized)
-1.42%
10 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAPIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.12%
Peer Avg (YTD)
+0.72%
vs Peers
-1.84%

WAPIX Mutual Fund Performance

WAPIX performance across multiple time periods: 1-month 2.49%, YTD -1.12%, 1-year -0.84%, 3-year 5.53%, 5-year -1.42%, 10-year 0.97%.

WAPIX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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