WATAX Mutual Fund

WATAX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
-1.83%
3 Months
-2.16%
6 Months
-1.67%
YTD
-1.83%
1 Year
-0.82%
3 Years (annualized)
+4.27%
5 Years (annualized)
+0.15%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WATAX 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
Bloomberg Barclays US Intermediate Government/Credit Bond Index(^BBUINTGCRB)
This Mutual Fund (YTD)
-1.83%
Peer Avg (YTD)
+0.50%
vs Peers
-2.33%

WATAX Mutual Fund Performance

WATAX performance across multiple time periods: 1-month -1.83%, YTD -1.83%, 1-year -0.82%, 3-year 4.27%, 5-year 0.15%, 10-year 1.60%.

WATAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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