WAUAX Mutual Fund

WAUAX Mutual Fund

NAV$8.77
See how much of WAUAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.82%
3 Months
-1.92%
6 Months
-0.72%
YTD
-1.43%
1 Year
-0.50%
3 Years (annualized)
+4.69%
5 Years (annualized)
-0.11%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAUAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
-1.43%
Peer Avg (YTD)
+0.50%
vs Peers
-1.93%

WAUAX Mutual Fund Performance

WAUAX performance across multiple time periods: 1-month -1.82%, YTD -1.43%, 1-year -0.50%, 3-year 4.69%, 5-year -0.11%, 10-year 1.66%.

WAUAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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