WATRX Mutual Fund

WATRX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
-1.86%
3 Months
-2.26%
6 Months
-1.51%
YTD
-2.20%
1 Year
-1.20%
3 Years (annualized)
+3.86%
5 Years (annualized)
-0.24%
10 Years (annualized)
+1.29%

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
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)
-2.20%
Peer Avg (YTD)
+0.50%
vs Peers
-2.70%

WATRX Mutual Fund Performance

WATRX performance across multiple time periods: 1-month -1.86%, YTD -2.20%, 1-year -1.20%, 3-year 3.86%, 5-year -0.24%, 10-year 1.29%.

WATRX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.15%, 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.