WATPX Mutual Fund

WATPX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
+2.51%
3 Months
-0.32%
6 Months
-1.46%
YTD
-0.26%
1 Year
-0.63%
3 Years (annualized)
+4.32%
5 Years (annualized)
-0.64%
10 Years (annualized)
+1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WATPX 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 US Treasury: US
This Mutual Fund (YTD)
-0.26%
Peer Avg (YTD)
+1.93%
vs Peers
-2.19%

WATPX Mutual Fund Performance

WATPX performance across multiple time periods: 1-month 2.51%, YTD -0.26%, 1-year -0.63%, 3-year 4.32%, 5-year -0.64%, 10-year 1.58%.

WATPX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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