WRAIX Mutual Fund

WRAIX Mutual Fund

NAV$15.10
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Returns Overview

1 Month
+0.80%
3 Months
+1.41%
6 Months
+3.07%
YTD
+5.00%
1 Year
+6.96%
3 Years (annualized)
+8.52%
5 Years (annualized)
+5.36%
10 Years (annualized)
+5.48%

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
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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)
+5.00%
Peer Avg (YTD)
+4.75%
vs Peers
+0.25%

WRAIX Mutual Fund Performance

WRAIX performance across multiple time periods: 1-month 0.80%, YTD 5.00%, 1-year 6.96%, 3-year 8.52%, 5-year 5.36%, 10-year 5.48%.

WRAIX returns outperform the peer average of 4.75% 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.