WAARX Mutual Fund

NAV$9.09

Returns Overview

1 Month
-0.01%
3 Months
+1.31%
6 Months
+0.75%
YTD
+0.64%
1 Year
+2.82%
3 Years (annualized)
+5.14%
5 Years (annualized)
+0.57%
10 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAARX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+0.64%
Peer Avg (YTD)
+3.23%
vs Peers
-2.58%

WAARX Mutual Fund Performance

WAARX performance across multiple time periods: 1-month -0.01%, YTD 0.64%, 1-year 2.82%, 3-year 5.14%, 5-year 0.57%, 10-year 2.33%.

WAARX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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