WASCX Mutual Fund

WASCX Mutual Fund

NAV$20.16
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Returns Overview

1 Month
-1.28%
3 Months
-2.90%
6 Months
-1.58%
YTD
+2.10%
1 Year
+3.71%
3 Years (annualized)
+14.28%
5 Years (annualized)
+5.32%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WASCX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+2.10%
Peer Avg (YTD)
+5.30%
vs Peers
-3.21%

WASCX Mutual Fund Performance

WASCX performance across multiple time periods: 1-month -1.28%, YTD 2.10%, 1-year 3.71%, 3-year 14.28%, 5-year 5.32%, 10-year 8.14%.

WASCX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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