WALSX Mutual Fund

WALSX Mutual Fund

NAV$13.46
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Returns Overview

1 Month
-6.01%
3 Months
-3.97%
6 Months
+3.99%
YTD
+8.49%
1 Year
+6.07%
3 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WALSX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+8.49%
Peer Avg (YTD)
+5.11%
vs Peers
+3.38%

WALSX Mutual Fund Performance

WALSX performance across multiple time periods: 1-month -6.01%, YTD 8.49%, 1-year 6.07%, 3-year 6.13%.

WALSX returns outperform the peer average of 5.11% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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