WUSAX Mutual Fund

WUSAX Mutual Fund

NAV$17.84
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Returns Overview

1 Month
-10.71%
3 Months
+0.68%
6 Months
+3.58%
YTD
+8.54%
1 Year
+15.59%
3 Years (annualized)
+9.56%
5 Years (annualized)
+0.81%
10 Years (annualized)
+8.83%

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)
+8.54%
Peer Avg (YTD)
+15.31%
vs Peers
-6.77%

WUSAX Mutual Fund Performance

WUSAX performance across multiple time periods: 1-month -10.71%, YTD 8.54%, 1-year 15.59%, 3-year 9.56%, 5-year 0.81%, 10-year 8.83%.

WUSAX returns trail the peer average of 15.31% 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.