WATIX Mutual Fund

WATIX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
+1.67%
3 Months
-0.05%
6 Months
-0.37%
YTD
-0.14%
1 Year
+0.49%
3 Years (annualized)
+5.27%
5 Years (annualized)
+0.63%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WATIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Government/Credit Bond Index(^BBUINTGCRB)
This Mutual Fund (YTD)
-0.14%
Peer Avg (YTD)
+0.72%
vs Peers
-0.87%

WATIX Mutual Fund Performance

WATIX performance across multiple time periods: 1-month 1.67%, YTD -0.14%, 1-year 0.49%, 3-year 5.27%, 5-year 0.63%, 10-year 1.85%.

WATIX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

WATIX vs another fund shows side-by-side returns. WATIX alternatives are available in the Mutual Fund Screener.