WAIGX Mutual Fund

NAV$15.44

Returns Overview

1 Month
-2.46%
3 Months
+1.18%
6 Months
+3.28%
YTD
+4.47%
1 Year
-0.75%
3 Years (annualized)
+7.85%
5 Years (annualized)
-0.54%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAIGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI AC World ex-US Small Cap Index
This Mutual Fund (YTD)
+4.47%
Peer Avg (YTD)
+18.52%
vs Peers
-14.06%

WAIGX Mutual Fund Performance

WAIGX performance across multiple time periods: 1-month -2.46%, YTD 4.47%, 1-year -0.75%, 3-year 7.85%, 5-year -0.54%, 10-year 8.68%.

WAIGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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