WVALX Mutual Fund

WVALX Mutual Fund

NAV$45.92
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Returns Overview

1 Month
+4.36%
3 Months
+5.57%
6 Months
+10.87%
YTD
+4.85%
1 Year
+5.59%
3 Years (annualized)
+10.55%
5 Years (annualized)
+3.42%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WVALX 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
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📉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
Bloomberg 1000 Index
This Mutual Fund (YTD)
+4.85%
Peer Avg (YTD)
+9.28%
vs Peers
-4.43%

WVALX Mutual Fund Performance

WVALX performance across multiple time periods: 1-month 4.36%, YTD 4.85%, 1-year 5.59%, 3-year 10.55%, 5-year 3.42%, 10-year 10.39%.

WVALX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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