WSDAX Mutual Fund

WSDAX Mutual Fund

NAV$10.48
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Returns Overview

1 Month
-0.13%
3 Months
+1.36%
6 Months
+2.59%
YTD
+3.75%
1 Year
+9.05%
3 Years (annualized)
+9.14%
5 Years (annualized)
+4.21%
10 Years (annualized)
+5.81%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.75%
Peer Avg (YTD)
+0.12%
vs Peers
+3.63%

WSDAX Mutual Fund Performance

WSDAX performance across multiple time periods: 1-month -0.13%, YTD 3.75%, 1-year 9.05%, 3-year 9.14%, 5-year 4.21%, 10-year 5.81%.

WSDAX returns outperform the peer average of 0.12% 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.