WVALX Mutual Fund

NAV$40.72

Returns Overview

1 Month
-1.63%
3 Months
+6.99%
6 Months
-5.93%
YTD
-5.32%
1 Year
-5.96%
3 Years (annualized)
+2.91%
5 Years (annualized)
+1.62%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WVALX 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)
-5.32%
Peer Avg (YTD)
+9.51%
vs Peers
-14.83%

WVALX Mutual Fund Performance

WVALX performance across multiple time periods: 1-month -1.63%, YTD -5.32%, 1-year -5.96%, 3-year 2.91%, 5-year 1.62%, 10-year 8.68%.

WVALX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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