WQAUX Mutual Fund

WQAUX Mutual Fund

NAV$14.32
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.01%
3 Months
+18.23%
6 Months
+18.33%
YTD
+2.27%
1 Year
+21.86%
3 Years (annualized)
+13.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WQAUX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.27%
Peer Avg (YTD)
+2.25%
vs Peers
+0.02%

WQAUX Mutual Fund Performance

WQAUX performance across multiple time periods: 1-month 3.01%, YTD 2.27%, 1-year 21.86%, 3-year 13.89%.

WQAUX returns outperform the peer average of 2.25% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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