WASAX Mutual Fund

WASAX Mutual Fund

NAV$24.21
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Returns Overview

1 Month
-0.29%
3 Months
+1.60%
6 Months
+3.54%
YTD
+5.64%
1 Year
+12.40%
3 Years (annualized)
+13.84%
5 Years (annualized)
+7.82%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WASAX 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
MSCI ACWI (All Country World Index) Commodity Producers Sector Capped Index
This Mutual Fund (YTD)
+5.64%
Peer Avg (YTD)
+5.54%
vs Peers
+0.10%

WASAX Mutual Fund Performance

WASAX performance across multiple time periods: 1-month -0.29%, YTD 5.64%, 1-year 12.40%, 3-year 13.84%, 5-year 7.82%, 10-year 9.15%.

WASAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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