WRAAX Mutual Fund

WRAAX Mutual Fund

NAV$14.56
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Returns Overview

1 Month
+0.83%
3 Months
+2.17%
6 Months
+2.89%
YTD
+3.91%
1 Year
+7.00%
3 Years (annualized)
+7.77%
5 Years (annualized)
+5.04%
10 Years (annualized)
+5.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WRAAX 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
HFRX Equity Hedge Index(HFRXEH)
This Mutual Fund (YTD)
+3.91%
Peer Avg (YTD)
+2.39%
vs Peers
+1.52%

WRAAX Mutual Fund Performance

WRAAX performance across multiple time periods: 1-month 0.83%, YTD 3.91%, 1-year 7.00%, 3-year 7.77%, 5-year 5.04%, 10-year 5.12%.

WRAAX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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