WRAIX Mutual Fund

NAV$15.21

Returns Overview

1 Month
-0.27%
3 Months
+4.35%
6 Months
+3.48%
YTD
+3.26%
1 Year
+6.62%
3 Years (annualized)
+8.09%
5 Years (annualized)
+5.35%
10 Years (annualized)
+5.43%

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

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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)
+3.26%
Peer Avg (YTD)
+3.47%
vs Peers
-0.21%

WRAIX Mutual Fund Performance

WRAIX performance across multiple time periods: 1-month -0.27%, YTD 3.26%, 1-year 6.62%, 3-year 8.09%, 5-year 5.35%, 10-year 5.43%.

WRAIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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