WASCX Mutual Fund

WASCX Mutual Fund

NAV$21.29
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Returns Overview

1 Month
-0.38%
3 Months
+1.36%
6 Months
+3.09%
YTD
+5.15%
1 Year
+11.52%
3 Years (annualized)
+12.97%
5 Years (annualized)
+6.93%
10 Years (annualized)
+8.30%

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 (All Country World Index) Commodity Producers Sector Capped Index
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+5.54%
vs Peers
-0.39%

WASCX Mutual Fund Performance

WASCX performance across multiple time periods: 1-month -0.38%, YTD 5.15%, 1-year 11.52%, 3-year 12.97%, 5-year 6.93%, 10-year 8.30%.

WASCX returns trail the peer average of 5.54% 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.