WASAX Mutual Fund

NAV$23.87

Returns Overview

1 Month
-0.43%
3 Months
+8.83%
6 Months
+6.51%
YTD
+5.95%
1 Year
+12.97%
3 Years (annualized)
+14.97%
5 Years (annualized)
+8.15%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WASAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI (All Country World Index) Commodity Producers Sector Capped Index
This Mutual Fund (YTD)
+5.95%
Peer Avg (YTD)
+5.87%
vs Peers
+0.08%

WASAX Mutual Fund Performance

WASAX performance across multiple time periods: 1-month -0.43%, YTD 5.95%, 1-year 12.97%, 3-year 14.97%, 5-year 8.15%, 10-year 9.43%.

WASAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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