WSDAX Mutual Fund

NAV$10.35

Returns Overview

1 Month
+0.04%
3 Months
+4.54%
6 Months
+3.99%
YTD
+3.89%
1 Year
+10.19%
3 Years (annualized)
+9.87%
5 Years (annualized)
+4.22%
10 Years (annualized)
+5.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSDAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.89%
Peer Avg (YTD)
+3.23%
vs Peers
+0.66%

WSDAX Mutual Fund Performance

WSDAX performance across multiple time periods: 1-month 0.04%, YTD 3.89%, 1-year 10.19%, 3-year 9.87%, 5-year 4.22%, 10-year 5.95%.

WSDAX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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