WATAX Mutual Fund

NAV$9.70

Returns Overview

1 Month
+0.03%
3 Months
+0.50%
6 Months
+0.24%
YTD
+0.34%
1 Year
+2.90%
3 Years (annualized)
+4.42%
5 Years (annualized)
+0.36%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WATAX 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
Bloomberg Barclays US Intermediate Government/Credit Bond Index(^BBUINTGCRB)
This Mutual Fund (YTD)
+0.34%
Peer Avg (YTD)
+3.23%
vs Peers
-2.89%

WATAX Mutual Fund Performance

WATAX performance across multiple time periods: 1-month 0.03%, YTD 0.34%, 1-year 2.90%, 3-year 4.42%, 5-year 0.36%, 10-year 1.68%.

WATAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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