WATIX Mutual Fund

WATIX Mutual Fund

NAV$9.44
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Returns Overview

1 Month
-1.92%
3 Months
-2.11%
6 Months
-1.67%
YTD
-1.78%
1 Year
-0.72%
3 Years (annualized)
+4.50%
5 Years (annualized)
+0.33%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WATIX 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

Benchmark
Bloomberg Barclays US Intermediate Government/Credit Bond Index(^BBUINTGCRB)
This Mutual Fund (YTD)
-1.78%
Peer Avg (YTD)
+0.50%
vs Peers
-2.28%

WATIX Mutual Fund Performance

WATIX performance across multiple time periods: 1-month -1.92%, YTD -1.78%, 1-year -0.72%, 3-year 4.50%, 5-year 0.33%, 10-year 1.88%.

WATIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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