WAGOX Mutual Fund

NAV$3.92

Returns Overview

1 Month
-0.76%
3 Months
+1.55%
6 Months
+1.29%
YTD
+3.98%
1 Year
-0.34%
3 Years (annualized)
+6.35%
5 Years (annualized)
-0.30%
10 Years (annualized)
+14.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAGOX 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 ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+3.98%
Peer Avg (YTD)
+9.16%
vs Peers
-5.18%

WAGOX Mutual Fund Performance

WAGOX performance across multiple time periods: 1-month -0.76%, YTD 3.98%, 1-year -0.34%, 3-year 6.35%, 5-year -0.30%, 10-year 14.14%.

WAGOX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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