WRAIX Mutual Fund

WRAIX Mutual Fund

NAV$15.15
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Returns Overview

1 Month
+0.87%
3 Months
+2.25%
6 Months
+3.09%
YTD
+4.16%
1 Year
+7.32%
3 Years (annualized)
+8.05%
5 Years (annualized)
+5.31%
10 Years (annualized)
+5.39%

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)
+4.16%
Peer Avg (YTD)
+2.39%
vs Peers
+1.78%

WRAIX Mutual Fund Performance

WRAIX performance across multiple time periods: 1-month 0.87%, YTD 4.16%, 1-year 7.32%, 3-year 8.05%, 5-year 5.31%, 10-year 5.39%.

WRAIX returns outperform the peer average of 2.39% 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.