WAURX Mutual Fund

WAURX Mutual Fund

NAV$8.76
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Returns Overview

1 Month
+0.22%
3 Months
-0.28%
6 Months
-0.74%
YTD
+0.23%
1 Year
+1.32%
3 Years (annualized)
+4.36%
5 Years (annualized)
-0.12%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAURX 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
PROUpgrade to run

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)
+0.23%
Peer Avg (YTD)
+2.15%
vs Peers
-1.92%

WAURX Mutual Fund Performance

WAURX performance across multiple time periods: 1-month 0.22%, YTD 0.23%, 1-year 1.32%, 3-year 4.36%, 5-year -0.12%, 10-year 1.59%.

WAURX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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