WDIAX Mutual Fund

WDIAX Mutual Fund

NAV$17.24
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Returns Overview

1 Month
+0.93%
3 Months
+9.14%
6 Months
+13.49%
YTD
+12.50%
1 Year
+23.87%
3 Years (annualized)
+16.27%
5 Years (annualized)
+10.55%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WDIAX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.50%
Peer Avg (YTD)
+6.73%
vs Peers
+5.77%

WDIAX Mutual Fund Performance

WDIAX performance across multiple time periods: 1-month 0.93%, YTD 12.50%, 1-year 23.87%, 3-year 16.27%, 5-year 10.55%, 10-year 9.12%.

WDIAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

WDIAX performance comparison shows side-by-side returns with another fund. WDIAX alternatives are available in the Mutual Fund Screener.