WOAIX Mutual Fund

NAV$6.42

Returns Overview

3 Months
-4.62%
6 Months
-0.64%
YTD
-1.78%
1 Year
+5.58%
3 Years (annualized)
+0.94%
5 Years (annualized)
+3.20%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOAIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-1.78%
Peer Avg (YTD)
-0.94%
vs Peers
-0.84%

WOAIX Mutual Fund Performance

WOAIX performance across multiple time periods: YTD -1.78%, 1-year 5.58%, 3-year 0.94%, 5-year 3.20%, 10-year 2.40%.

WOAIX returns trail the peer average of -0.94% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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