WASAX Mutual Fund

WASAX Mutual Fund

NAV$22.94
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Returns Overview

1 Month
-1.25%
3 Months
-2.79%
6 Months
-1.24%
YTD
+2.69%
1 Year
+4.45%
3 Years (annualized)
+15.13%
5 Years (annualized)
+6.73%
10 Years (annualized)
+9.26%

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
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📉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 Index(MSEUACWF)
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+5.30%
vs Peers
-2.62%

WASAX Mutual Fund Performance

WASAX performance across multiple time periods: 1-month -1.25%, YTD 2.69%, 1-year 4.45%, 3-year 15.13%, 5-year 6.73%, 10-year 9.26%.

WASAX returns trail the peer average of 5.30% 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.