WAYEX Mutual Fund

WAYEX Mutual Fund

NAV$18.03
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Returns Overview

1 Month
+0.34%
3 Months
-0.61%
6 Months
+5.49%
YTD
-0.50%
1 Year
+1.91%
3 Years (annualized)
+10.58%
5 Years (annualized)
+6.11%
10 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAYEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.50%
Peer Avg (YTD)
+5.40%
vs Peers
-5.90%

WAYEX Mutual Fund Performance

WAYEX performance across multiple time periods: 1-month 0.34%, YTD -0.50%, 1-year 1.91%, 3-year 10.58%, 5-year 6.11%, 10-year 8.50%.

WAYEX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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