WUSAX Mutual Fund

WUSAX Mutual Fund

NAV$15.05
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Returns Overview

1 Month
-3.73%
3 Months
-7.09%
6 Months
-6.45%
YTD
-0.47%
1 Year
-1.09%
3 Years (annualized)
+13.42%
5 Years (annualized)
-10.04%
10 Years (annualized)
+3.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WUSAX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-0.47%
Peer Avg (YTD)
+12.21%
vs Peers
-12.68%

WUSAX Mutual Fund Performance

WUSAX performance across multiple time periods: 1-month -3.73%, YTD -0.47%, 1-year -1.09%, 3-year 13.42%, 5-year -10.04%, 10-year 3.77%.

WUSAX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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