WAVLX Mutual Fund

WAVLX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
-0.91%
3 Months
-0.65%
6 Months
+0.58%
YTD
+1.73%
1 Year
+6.62%
3 Years (annualized)
+6.92%
5 Years (annualized)
+2.29%
10 Years (annualized)
+3.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAVLX 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
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+0.12%
vs Peers
+1.61%

WAVLX Mutual Fund Performance

WAVLX performance across multiple time periods: 1-month -0.91%, YTD 1.73%, 1-year 6.62%, 3-year 6.92%, 5-year 2.29%, 10-year 3.79%.

WAVLX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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