WAYFX Mutual Fund

WAYFX Mutual Fund

NAV$20.60
See how much of WAYFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.83%
3 Months
+2.23%
6 Months
+2.64%
YTD
+3.62%
1 Year
+11.80%
3 Years (annualized)
+17.26%
5 Years (annualized)
+11.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAYFX 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 500 Index Total Return
This Mutual Fund (YTD)
+3.62%
Peer Avg (YTD)
+9.41%
vs Peers
-5.79%

WAYFX Mutual Fund Performance

WAYFX performance across multiple time periods: 1-month 1.83%, YTD 3.62%, 1-year 11.80%, 3-year 17.26%, 5-year 11.77%.

WAYFX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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