WAIOX Mutual Fund

WAIOX Mutual Fund

NAV$1.96
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Returns Overview

1 Month
+0.51%
3 Months
+2.60%
6 Months
+19.39%
YTD
+9.44%
1 Year
+4.32%
3 Years (annualized)
+4.99%
5 Years (annualized)
-7.11%
10 Years (annualized)
+3.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAIOX 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)
+9.44%
Peer Avg (YTD)
+10.34%
vs Peers
-0.90%

WAIOX Mutual Fund Performance

WAIOX performance across multiple time periods: 1-month 0.51%, YTD 9.44%, 1-year 4.32%, 3-year 4.99%, 5-year -7.11%, 10-year 3.59%.

WAIOX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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