WAADX Mutual Fund

NAV$6.10

Returns Overview

1 Month
-0.33%
3 Months
+1.05%
6 Months
+1.26%
YTD
+1.26%
1 Year
+4.72%
3 Years (annualized)
+4.79%
5 Years (annualized)
-4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAADX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.26%
Peer Avg (YTD)
+3.47%
vs Peers
-2.22%

WAADX Mutual Fund Performance

WAADX performance across multiple time periods: 1-month -0.33%, YTD 1.26%, 1-year 4.72%, 3-year 4.79%, 5-year -4.40%.

WAADX returns trail the peer average of 3.47% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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