WAYEX Mutual Fund

NAV$18.15

Returns Overview

1 Month
-1.10%
3 Months
+6.14%
6 Months
+0.22%
YTD
+0.11%
1 Year
+7.67%
3 Years (annualized)
+11.00%
5 Years (annualized)
+6.57%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAYEX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+0.11%
Peer Avg (YTD)
+3.47%
vs Peers
-3.36%

WAYEX Mutual Fund Performance

WAYEX performance across multiple time periods: 1-month -1.10%, YTD 0.11%, 1-year 7.67%, 3-year 11.00%, 5-year 6.57%, 10-year 9.09%.

WAYEX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.31%, investors should weigh costs against performance when evaluating this mutual fund.

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