WAUAX Mutual Fund

WAUAX Mutual Fund

NAV$8.79
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Returns Overview

1 Month
+1.26%
3 Months
-0.36%
6 Months
-0.35%
YTD
-0.20%
1 Year
+0.64%
3 Years (annualized)
+5.65%
5 Years (annualized)
+0.01%
10 Years (annualized)
+1.52%

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
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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
-0.20%
Peer Avg (YTD)
+1.93%
vs Peers
-2.12%

WAUAX Mutual Fund Performance

WAUAX performance across multiple time periods: 1-month 1.26%, YTD -0.20%, 1-year 0.64%, 3-year 5.65%, 5-year 0.01%, 10-year 1.52%.

WAUAX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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