WASYX Mutual Fund

NAV$23.72

Returns Overview

1 Month
-0.71%
3 Months
+0.08%
6 Months
+1.80%
YTD
+3.85%
1 Year
+12.94%
3 Years (annualized)
+14.97%
5 Years (annualized)
+8.16%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WASYX 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)
+3.85%
Peer Avg (YTD)
+5.87%
vs Peers
-2.01%

WASYX Mutual Fund Performance

WASYX performance across multiple time periods: 1-month -0.71%, YTD 3.85%, 1-year 12.94%, 3-year 14.97%, 5-year 8.16%, 10-year 9.45%.

WASYX returns trail 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.

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