WATAX Mutual Fund

WATAX Mutual Fund

NAV$9.45
See how much of WATAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.11%
3 Months
-0.31%
6 Months
-1.32%
YTD
-0.00%
1 Year
+1.41%
3 Years (annualized)
+4.27%
5 Years (annualized)
+0.15%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WATAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Government/Credit Bond Index(^BBUINTGCRB)
This Mutual Fund (YTD)
-0.00%
Peer Avg (YTD)
+2.15%
vs Peers
-2.15%

WATAX Mutual Fund Performance

WATAX performance across multiple time periods: 1-month 0.11%, YTD -0.00%, 1-year 1.41%, 3-year 4.27%, 5-year 0.15%, 10-year 1.60%.

WATAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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