WSDAX Mutual Fund

WSDAX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
+1.20%
3 Months
+1.10%
6 Months
+3.12%
YTD
+4.99%
1 Year
+8.76%
3 Years (annualized)
+9.75%
5 Years (annualized)
+4.47%
10 Years (annualized)
+5.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSDAX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.99%
Peer Avg (YTD)
+2.15%
vs Peers
+2.84%

WSDAX Mutual Fund Performance

WSDAX performance across multiple time periods: 1-month 1.20%, YTD 4.99%, 1-year 8.76%, 3-year 9.75%, 5-year 4.47%, 10-year 5.82%.

WSDAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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