WAIVX Mutual Fund

WAIVX Mutual Fund

NAV$15.46
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Returns Overview

1 Month
-2.53%
3 Months
+5.25%
6 Months
+6.17%
YTD
+12.84%
1 Year
+22.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAIVX 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
PROUpgrade to run
🏦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

This Mutual Fund (YTD)
+12.84%
Peer Avg (YTD)
+10.00%
vs Peers
+2.84%

WAIVX Mutual Fund Performance

WAIVX performance across multiple time periods: 1-month -2.53%, YTD 12.84%, 1-year 22.96%.

WAIVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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