WAIGX Mutual Fund

WAIGX Mutual Fund

NAV$15.77
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Returns Overview

1 Month
-2.00%
3 Months
-2.00%
6 Months
+15.24%
YTD
+5.89%
1 Year
+1.93%
3 Years (annualized)
+9.57%
5 Years (annualized)
-3.84%
10 Years (annualized)
+4.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAIGX 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 AC World ex-US Small Cap Index
This Mutual Fund (YTD)
+5.89%
Peer Avg (YTD)
+10.34%
vs Peers
-4.46%

WAIGX Mutual Fund Performance

WAIGX performance across multiple time periods: 1-month -2.00%, YTD 5.89%, 1-year 1.93%, 3-year 9.57%, 5-year -3.84%, 10-year 4.49%.

WAIGX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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