WAGOX Mutual Fund

WAGOX Mutual Fund

NAV$3.92
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Returns Overview

1 Month
-5.12%
3 Months
-3.71%
6 Months
+10.83%
YTD
+3.18%
1 Year
+1.70%
3 Years (annualized)
+7.33%
5 Years (annualized)
-1.72%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAGOX 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 ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+3.18%
Peer Avg (YTD)
+7.86%
vs Peers
-4.68%

WAGOX Mutual Fund Performance

WAGOX performance across multiple time periods: 1-month -5.12%, YTD 3.18%, 1-year 1.70%, 3-year 7.33%, 5-year -1.72%, 10-year 9.62%.

WAGOX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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