WAAEX Mutual Fund

NAV$37.65

Returns Overview

1 Month
+6.64%
3 Months
+12.71%
6 Months
+4.33%
YTD
+4.05%
1 Year
-1.67%
3 Years (annualized)
+5.33%
5 Years (annualized)
-4.87%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAAEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+4.05%
Peer Avg (YTD)
+18.52%
vs Peers
-14.47%

WAAEX Mutual Fund Performance

WAAEX performance across multiple time periods: 1-month 6.64%, YTD 4.05%, 1-year -1.67%, 3-year 5.33%, 5-year -4.87%, 10-year 9.77%.

WAAEX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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