WASCX Mutual Fund

WASCX Mutual Fund

NAV$20.37
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Returns Overview

1 Month
-2.91%
3 Months
-2.02%
6 Months
+6.40%
YTD
+3.42%
1 Year
+5.73%
3 Years (annualized)
+14.05%
5 Years (annualized)
+6.25%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WASCX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.42%
Peer Avg (YTD)
+4.96%
vs Peers
-1.55%

WASCX Mutual Fund Performance

WASCX performance across multiple time periods: 1-month -2.91%, YTD 3.42%, 1-year 5.73%, 3-year 14.05%, 5-year 6.25%, 10-year 8.29%.

WASCX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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