WAAEX Mutual Fund

WAAEX Mutual Fund

NAV$37.37
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Returns Overview

1 Month
-5.11%
3 Months
-4.72%
6 Months
+7.40%
YTD
-0.85%
1 Year
-2.70%
3 Years (annualized)
+4.78%
5 Years (annualized)
-5.26%
10 Years (annualized)
+9.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAAEX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-0.85%
Peer Avg (YTD)
+10.34%
vs Peers
-11.20%

WAAEX Mutual Fund Performance

WAAEX performance across multiple time periods: 1-month -5.11%, YTD -0.85%, 1-year -2.70%, 3-year 4.78%, 5-year -5.26%, 10-year 9.13%.

WAAEX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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