WVAIX Mutual Fund

WVAIX Mutual Fund

NAV$45.56
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Returns Overview

1 Month
+4.91%
3 Months
+5.06%
6 Months
+0.36%
YTD
-0.58%
1 Year
-0.76%
3 Years (annualized)
+5.65%
5 Years (annualized)
+3.07%
10 Years (annualized)
+9.65%

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)
-0.58%
Peer Avg (YTD)
+9.41%
vs Peers
-10.00%

WVAIX Mutual Fund Performance

WVAIX performance across multiple time periods: 1-month 4.91%, YTD -0.58%, 1-year -0.76%, 3-year 5.65%, 5-year 3.07%, 10-year 9.65%.

WVAIX returns trail the peer average of 9.41% 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.