WASIX Mutual Fund

NAV$9.98

Returns Overview

1 Month
+1.75%
3 Months
-0.09%
6 Months
+0.43%
YTD
+1.22%
1 Year
+12.24%
3 Years (annualized)
+0.60%
5 Years (annualized)
+5.91%
10 Years (annualized)
+3.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WASIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+2.21%
vs Peers
-0.99%

WASIX Mutual Fund Performance

WASIX performance across multiple time periods: 1-month 1.75%, YTD 1.22%, 1-year 12.24%, 3-year 0.60%, 5-year 5.91%, 10-year 3.78%.

WASIX returns trail the peer average of 2.21% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

WASIX performance comparison shows side-by-side returns with another fund. WASIX alternatives are available in the Mutual Fund Screener.