WAVLX Mutual Fund

NAV$10.14

Returns Overview

1 Month
-1.27%
3 Months
-1.36%
6 Months
-1.17%
YTD
+0.30%
1 Year
+7.75%
3 Years (annualized)
+7.40%
5 Years (annualized)
+2.60%
10 Years (annualized)
+4.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAVLX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+0.30%
Peer Avg (YTD)
+3.23%
vs Peers
-2.93%

WAVLX Mutual Fund Performance

WAVLX performance across multiple time periods: 1-month -1.27%, YTD 0.30%, 1-year 7.75%, 3-year 7.40%, 5-year 2.60%, 10-year 4.04%.

WAVLX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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