WRAAX Mutual Fund

NAV$14.76

Returns Overview

1 Month
-0.28%
3 Months
+4.24%
6 Months
+3.28%
YTD
+3.06%
1 Year
+6.35%
3 Years (annualized)
+7.83%
5 Years (annualized)
+5.08%
10 Years (annualized)
+5.15%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
HFRX Equity Hedge Index(HFRXEH)
This Mutual Fund (YTD)
+3.06%
Peer Avg (YTD)
+3.47%
vs Peers
-0.42%

WRAAX Mutual Fund Performance

WRAAX performance across multiple time periods: 1-month -0.28%, YTD 3.06%, 1-year 6.35%, 3-year 7.83%, 5-year 5.08%, 10-year 5.15%.

WRAAX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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