WATRX Mutual Fund

WATRX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
+1.17%
3 Months
-0.30%
6 Months
-0.77%
YTD
-0.63%
1 Year
-0.09%
3 Years (annualized)
+4.63%
5 Years (annualized)
+0.02%
10 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WATRX 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)
-0.63%
Peer Avg (YTD)
+1.93%
vs Peers
-2.56%

WATRX Mutual Fund Performance

WATRX performance across multiple time periods: 1-month 1.17%, YTD -0.63%, 1-year -0.09%, 3-year 4.63%, 5-year 0.02%, 10-year 1.23%.

WATRX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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