WAUCX Mutual Fund

NAV$9.06

Returns Overview

1 Month
-0.05%
3 Months
+1.05%
6 Months
+0.22%
YTD
+0.22%
1 Year
+1.71%
3 Years (annualized)
+4.09%
5 Years (annualized)
-0.43%
10 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAUCX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+0.22%
Peer Avg (YTD)
+3.23%
vs Peers
-3.01%

WAUCX Mutual Fund Performance

WAUCX performance across multiple time periods: 1-month -0.05%, YTD 0.22%, 1-year 1.71%, 3-year 4.09%, 5-year -0.43%, 10-year 1.38%.

WAUCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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