WAIVX Mutual Fund

NAV$15.39

Returns Overview

1 Month
+1.58%
3 Months
+0.20%
6 Months
+4.34%
YTD
+9.23%
1 Year
+26.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAIVX 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

This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+9.49%
vs Peers
-0.26%

WAIVX Mutual Fund Performance

WAIVX performance across multiple time periods: 1-month 1.58%, YTD 9.23%, 1-year 26.38%.

WAIVX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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