WVALX Mutual Fund

WVALX Mutual Fund

NAV$43.33
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Returns Overview

1 Month
+4.90%
3 Months
+5.03%
6 Months
+0.26%
YTD
-0.68%
1 Year
-0.94%
3 Years (annualized)
+5.47%
5 Years (annualized)
+2.91%
10 Years (annualized)
+9.44%

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
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)
-0.68%
Peer Avg (YTD)
+9.41%
vs Peers
-10.09%

WVALX Mutual Fund Performance

WVALX performance across multiple time periods: 1-month 4.90%, YTD -0.68%, 1-year -0.94%, 3-year 5.47%, 5-year 2.91%, 10-year 9.44%.

WVALX returns trail the peer average of 9.41% 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.