WAUSX Mutual Fund

WAUSX Mutual Fund

NAV$13.67
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Returns Overview

1 Month
-5.14%
3 Months
-4.65%
6 Months
+7.23%
YTD
-2.57%
1 Year
-5.70%
3 Years (annualized)
+5.54%

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)
-2.57%
Peer Avg (YTD)
+6.10%
vs Peers
-8.67%

WAUSX Mutual Fund Performance

WAUSX performance across multiple time periods: 1-month -5.14%, YTD -2.57%, 1-year -5.70%, 3-year 5.54%.

WAUSX returns trail the peer average of 6.10% 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.