WAPSX Mutual Fund

WAPSX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
-1.30%
3 Months
-0.70%
6 Months
-1.14%
YTD
-0.65%
1 Year
+2.90%
3 Years (annualized)
+3.19%
5 Years (annualized)
-1.84%
10 Years (annualized)
+1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAPSX 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)
-0.65%
Peer Avg (YTD)
+1.04%
vs Peers
-1.69%

WAPSX Mutual Fund Performance

WAPSX performance across multiple time periods: 1-month -1.30%, YTD -0.65%, 1-year 2.90%, 3-year 3.19%, 5-year -1.84%, 10-year 1.42%.

WAPSX returns trail the peer average of 1.04% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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