WATIX Mutual Fund

WATIX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
-0.43%
3 Months
-0.33%
6 Months
-0.24%
YTD
-0.10%
1 Year
+2.75%
3 Years (annualized)
+4.37%
5 Years (annualized)
+0.31%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WATIX 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
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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)
-0.10%
Peer Avg (YTD)
+0.12%
vs Peers
-0.22%

WATIX Mutual Fund Performance

WATIX performance across multiple time periods: 1-month -0.43%, YTD -0.10%, 1-year 2.75%, 3-year 4.37%, 5-year 0.31%, 10-year 1.86%.

WATIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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