WATPX Mutual Fund

WATPX Mutual Fund

NAV$8.76
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Returns Overview

1 Month
+0.11%
3 Months
-1.24%
6 Months
-1.42%
YTD
+0.17%
1 Year
+0.41%
3 Years (annualized)
+3.09%
5 Years (annualized)
-0.56%
10 Years (annualized)
+1.62%

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)
+0.17%
Peer Avg (YTD)
+2.15%
vs Peers
-1.98%

WATPX Mutual Fund Performance

WATPX performance across multiple time periods: 1-month 0.11%, YTD 0.17%, 1-year 0.41%, 3-year 3.09%, 5-year -0.56%, 10-year 1.62%.

WATPX returns trail the peer average of 2.15% 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.