WAISX Mutual Fund

WAISX Mutual Fund

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Returns Overview

1 Month
-3.52%
3 Months
-1.45%
6 Months
+2.22%
YTD
-2.12%
1 Year
-9.03%
3 Years (annualized)
+7.18%
5 Years (annualized)
-3.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAISX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
-2.12%
Peer Avg (YTD)
+8.67%
vs Peers
-10.80%

WAISX Mutual Fund Performance

WAISX performance across multiple time periods: 1-month -3.52%, YTD -2.12%, 1-year -9.03%, 3-year 7.18%, 5-year -3.32%.

WAISX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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