WRAIX Mutual Fund

WRAIX Mutual Fund

NAV$15.20
See how much of WRAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.00%
3 Months
+0.47%
6 Months
+2.72%
YTD
+4.65%
1 Year
+7.06%
3 Years (annualized)
+9.00%
5 Years (annualized)
+5.35%
10 Years (annualized)
+5.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WRAIX 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
HFRX Equity Hedge Index(HFRXEH)
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+3.99%
vs Peers
+0.66%

WRAIX Mutual Fund Performance

WRAIX performance across multiple time periods: 1-month 1.00%, YTD 4.65%, 1-year 7.06%, 3-year 9.00%, 5-year 5.35%, 10-year 5.40%.

WRAIX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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