WAUSX Mutual Fund

WAUSX Mutual Fund

NAV$14.01
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Returns Overview

1 Month
+2.03%
3 Months
+12.46%
6 Months
+2.34%
YTD
+2.19%
1 Year
-3.01%
3 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAUSX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+2.19%
Peer Avg (YTD)
+3.89%
vs Peers
-1.70%

WAUSX Mutual Fund Performance

WAUSX performance across multiple time periods: 1-month 2.03%, YTD 2.19%, 1-year -3.01%, 3-year 6.85%.

WAUSX returns trail the peer average of 3.89% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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