WASAX Mutual Fund

WASAX Mutual Fund

NAV$23.16
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Returns Overview

1 Month
-2.83%
3 Months
-1.85%
6 Months
+6.81%
YTD
+3.99%
1 Year
+6.57%
3 Years (annualized)
+14.91%
5 Years (annualized)
+7.68%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WASAX 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
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📉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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.99%
Peer Avg (YTD)
+4.96%
vs Peers
-0.98%

WASAX Mutual Fund Performance

WASAX performance across multiple time periods: 1-month -2.83%, YTD 3.99%, 1-year 6.57%, 3-year 14.91%, 5-year 7.68%, 10-year 9.41%.

WASAX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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