WAUAX Mutual Fund

WAUAX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
-0.09%
3 Months
+1.23%
6 Months
+0.61%
YTD
+0.50%
1 Year
+2.53%
3 Years (annualized)
+4.85%
5 Years (annualized)
+0.28%
10 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAUAX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+0.50%
Peer Avg (YTD)
+3.23%
vs Peers
-2.73%

WAUAX Mutual Fund Performance

WAUAX performance across multiple time periods: 1-month -0.09%, YTD 0.50%, 1-year 2.53%, 3-year 4.85%, 5-year 0.28%, 10-year 2.03%.

WAUAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

WAUAX performance comparison shows side-by-side returns with another fund. WAUAX alternatives are available in the Mutual Fund Screener.