WUSAX Mutual Fund

NAV$17.29

Returns Overview

1 Month
-6.54%
3 Months
+1.53%
6 Months
+0.93%
YTD
+7.32%
1 Year
+32.10%
3 Years (annualized)
+14.92%
5 Years (annualized)
+2.08%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WUSAX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+7.32%
Peer Avg (YTD)
+18.52%
vs Peers
-11.20%

WUSAX Mutual Fund Performance

WUSAX performance across multiple time periods: 1-month -6.54%, YTD 7.32%, 1-year 32.10%, 3-year 14.92%, 5-year 2.08%, 10-year 8.20%.

WUSAX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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