WDIAX Mutual Fund

WDIAX Mutual Fund

NAV$16.99
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Returns Overview

1 Month
+3.97%
3 Months
+0.86%
6 Months
+5.99%
YTD
+16.35%
1 Year
+19.51%
3 Years (annualized)
+20.73%
5 Years (annualized)
+10.95%
10 Years (annualized)
+9.37%

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
PROUpgrade to run
🏦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)
+16.35%
Peer Avg (YTD)
+6.22%
vs Peers
+10.13%

WDIAX Mutual Fund Performance

WDIAX performance across multiple time periods: 1-month 3.97%, YTD 16.35%, 1-year 19.51%, 3-year 20.73%, 5-year 10.95%, 10-year 9.37%.

WDIAX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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