WWLAX Mutual Fund

NAV$13.15

Returns Overview

1 Month
+0.08%
3 Months
+6.36%
6 Months
+6.36%
YTD
+6.18%
1 Year
+9.65%
3 Years (annualized)
+9.97%
5 Years (annualized)
+7.11%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWLAX 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)
+6.18%
Peer Avg (YTD)
+9.49%
vs Peers
-3.31%

WWLAX Mutual Fund Performance

WWLAX performance across multiple time periods: 1-month 0.08%, YTD 6.18%, 1-year 9.65%, 3-year 9.97%, 5-year 7.11%, 10-year 9.53%.

WWLAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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