WAVLX Mutual Fund

WAVLX Mutual Fund

NAV$9.91
See how much of WAVLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.48%
3 Months
-2.57%
6 Months
+0.01%
YTD
+0.03%
1 Year
+1.41%
3 Years (annualized)
+7.37%
5 Years (annualized)
+2.33%
10 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAVLX 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
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+0.03%
Peer Avg (YTD)
+0.50%
vs Peers
-0.47%

WAVLX Mutual Fund Performance

WAVLX performance across multiple time periods: 1-month -2.48%, YTD 0.03%, 1-year 1.41%, 3-year 7.37%, 5-year 2.33%, 10-year 3.85%.

WAVLX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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