WATAX Mutual Fund

WATAX Mutual Fund

NAV$9.51
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Returns Overview

1 Month
+1.17%
3 Months
-0.57%
6 Months
-0.85%
YTD
-0.69%
1 Year
-0.09%
3 Years (annualized)
+4.91%
5 Years (annualized)
+0.33%
10 Years (annualized)
+1.51%

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
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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
Bloomberg Barclays US Intermediate Government/Credit Bond Index(^BBUINTGCRB)
This Mutual Fund (YTD)
-0.69%
Peer Avg (YTD)
+1.93%
vs Peers
-2.61%

WATAX Mutual Fund Performance

WATAX performance across multiple time periods: 1-month 1.17%, YTD -0.69%, 1-year -0.09%, 3-year 4.91%, 5-year 0.33%, 10-year 1.51%.

WATAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.87%, 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.