WAUCX Mutual Fund

WAUCX Mutual Fund

NAV$8.80
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Returns Overview

1 Month
-1.89%
3 Months
-2.10%
6 Months
-1.08%
YTD
-1.89%
1 Year
-1.16%
3 Years (annualized)
+3.94%
5 Years (annualized)
-0.52%
10 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAUCX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
-1.89%
Peer Avg (YTD)
+0.50%
vs Peers
-2.39%

WAUCX Mutual Fund Performance

WAUCX performance across multiple time periods: 1-month -1.89%, YTD -1.89%, 1-year -1.16%, 3-year 3.94%, 5-year -0.52%, 10-year 1.15%.

WAUCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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