WACVX Mutual Fund

NAV$11.46

Returns Overview

1 Month
+0.89%
3 Months
+15.69%
6 Months
+14.17%
YTD
+13.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WACVX 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
MSCI AC World Small Cap (Net) Index(MSLUAWON)
This Mutual Fund (YTD)
+13.71%
Peer Avg (YTD)
+18.52%
vs Peers
-4.81%

WACVX Mutual Fund Performance

WACVX performance across multiple time periods: 1-month 0.89%, YTD 13.71%.

WACVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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