WAYEX Mutual Fund

WAYEX Mutual Fund

NAV$17.86
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Returns Overview

1 Month
-0.78%
3 Months
-0.17%
6 Months
-0.39%
YTD
-0.67%
1 Year
+3.88%
3 Years (annualized)
+10.82%
5 Years (annualized)
+6.95%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAYEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.67%
Peer Avg (YTD)
+2.39%
vs Peers
-3.06%

WAYEX Mutual Fund Performance

WAYEX performance across multiple time periods: 1-month -0.78%, YTD -0.67%, 1-year 3.88%, 3-year 10.82%, 5-year 6.95%, 10-year 8.82%.

WAYEX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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