WAGIX Mutual Fund

NAV$4.94

Returns Overview

1 Month
-1.20%
3 Months
-1.98%
6 Months
-2.76%
YTD
-2.56%
1 Year
+6.08%
3 Years (annualized)
+7.49%
5 Years (annualized)
+2.69%
10 Years (annualized)
+4.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAGIX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-2.56%
Peer Avg (YTD)
+0.99%
vs Peers
-3.56%

WAGIX Mutual Fund Performance

WAGIX performance across multiple time periods: 1-month -1.20%, YTD -2.56%, 1-year 6.08%, 3-year 7.49%, 5-year 2.69%, 10-year 4.06%.

WAGIX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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