WVAIX Mutual Fund

NAV$39.67

Returns Overview

1 Month
-1.59%
3 Months
-0.21%
6 Months
-1.12%
YTD
-0.94%
1 Year
-6.89%
3 Years
+13.60%
5 Years
+12.57%
10 Years
+16.31%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would WVAIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-0.94%
Peer Avg (YTD)
+1.87%
vs Peers
-2.81%

WVAIX Mutual Fund Performance

WVAIX performance across multiple time periods: 1-month -1.59%, YTD -0.94%, 1-year -6.89%, 3-year 13.60%, 5-year 12.57%, 10-year 16.31%.

WVAIX returns trail the peer average of 1.87% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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