WAADX Mutual Fund

WAADX Mutual Fund

NAV$5.93
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Returns Overview

1 Month
-2.38%
3 Months
-2.47%
6 Months
-1.45%
YTD
-1.24%
1 Year
+0.31%
3 Years (annualized)
+4.69%
5 Years (annualized)
-4.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAADX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.24%
Peer Avg (YTD)
+5.40%
vs Peers
-6.64%

WAADX Mutual Fund Performance

WAADX performance across multiple time periods: 1-month -2.38%, YTD -1.24%, 1-year 0.31%, 3-year 4.69%, 5-year -4.79%.

WAADX returns trail the peer average of 5.40% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

WAADX vs another fund shows side-by-side returns. WAADX alternatives are available in the Mutual Fund Screener.