WAUSX Mutual Fund

WAUSX Mutual Fund

NAV$13.65
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Returns Overview

1 Month
-2.51%
3 Months
+2.25%
6 Months
-0.30%
YTD
-0.38%
1 Year
-6.38%
3 Years (annualized)
+3.66%

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)
-0.38%
Peer Avg (YTD)
+5.89%
vs Peers
-6.26%

WAUSX Mutual Fund Performance

WAUSX performance across multiple time periods: 1-month -2.51%, YTD -0.38%, 1-year -6.38%, 3-year 3.66%.

WAUSX returns trail the peer average of 5.89% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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