WVAIX Mutual Fund

WVAIX Mutual Fund

NAV$45.30
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Returns Overview

1 Month
-1.61%
3 Months
+7.03%
6 Months
-5.85%
YTD
-5.24%
1 Year
-5.80%
3 Years (annualized)
+8.05%
5 Years (annualized)
+7.82%
10 Years (annualized)
+15.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WVAIX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
-5.24%
Peer Avg (YTD)
+9.51%
vs Peers
-14.74%

WVAIX Mutual Fund Performance

WVAIX performance across multiple time periods: 1-month -1.61%, YTD -5.24%, 1-year -5.80%, 3-year 8.05%, 5-year 7.82%, 10-year 15.45%.

WVAIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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