WASCX Mutual Fund

NAV$20.75

Returns Overview

1 Month
-0.77%
3 Months
-0.10%
6 Months
+1.52%
YTD
+3.54%
1 Year
+12.11%
3 Years (annualized)
+14.10%
5 Years (annualized)
+7.26%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WASCX 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 ACWI (All Country World Index) Commodity Producers Sector Capped Index
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+5.87%
vs Peers
-2.32%

WASCX Mutual Fund Performance

WASCX performance across multiple time periods: 1-month -0.77%, YTD 3.54%, 1-year 12.11%, 3-year 14.10%, 5-year 7.26%, 10-year 8.59%.

WASCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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