WAASX Mutual Fund

WAASX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
-1.73%
3 Months
-1.84%
6 Months
-0.52%
YTD
-1.12%
1 Year
-0.11%
3 Years (annualized)
+0.60%
5 Years (annualized)
-3.38%
10 Years (annualized)
-1.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAASX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
-1.12%
Peer Avg (YTD)
+0.50%
vs Peers
-1.62%

WAASX Mutual Fund Performance

WAASX performance across multiple time periods: 1-month -1.73%, YTD -1.12%, 1-year -0.11%, 3-year 0.60%, 5-year -3.38%, 10-year -1.34%.

WAASX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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