WAESX Mutual Fund

WAESX Mutual Fund

NAV$19.90
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Returns Overview

1 Month
-4.13%
3 Months
-2.18%
6 Months
+15.79%
YTD
+7.05%
1 Year
+12.49%
3 Years (annualized)
+11.69%
5 Years (annualized)
-2.04%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAESX 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
MSCI Emerging Markets Mid Cap Index
This Mutual Fund (YTD)
+7.05%
Peer Avg (YTD)
+18.35%
vs Peers
-11.30%

WAESX Mutual Fund Performance

WAESX performance across multiple time periods: 1-month -4.13%, YTD 7.05%, 1-year 12.49%, 3-year 11.69%, 5-year -2.04%, 10-year 8.22%.

WAESX returns trail the peer average of 18.35% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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