WWSAX Mutual Fund

WWSAX Mutual Fund

NAV$29.58
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Returns Overview

1 Month
+9.31%
3 Months
+25.27%
6 Months
+37.40%
YTD
+36.26%
1 Year
+67.46%
3 Years (annualized)
+25.67%
5 Years (annualized)
+12.07%
10 Years (annualized)
+14.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWSAX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+36.26%
Peer Avg (YTD)
+18.52%
vs Peers
+17.73%

WWSAX Mutual Fund Performance

WWSAX performance across multiple time periods: 1-month 9.31%, YTD 36.26%, 1-year 67.46%, 3-year 25.67%, 5-year 12.07%, 10-year 14.52%.

WWSAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

WWSAX performance comparison shows side-by-side returns with another fund. WWSAX alternatives are available in the Mutual Fund Screener.