WAPSX Mutual Fund

WAPSX Mutual Fund

NAV$8.83
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Returns Overview

1 Month
+2.07%
3 Months
-0.86%
6 Months
-1.56%
YTD
-1.50%
1 Year
-1.05%
3 Years (annualized)
+5.79%
5 Years (annualized)
-1.75%
10 Years (annualized)
+1.31%

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)
-1.50%
Peer Avg (YTD)
-1.17%
vs Peers
-0.33%

WAPSX Mutual Fund Performance

WAPSX performance across multiple time periods: 1-month 2.07%, YTD -1.50%, 1-year -1.05%, 3-year 5.79%, 5-year -1.75%, 10-year 1.31%.

WAPSX returns trail the peer average of -1.17% 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.