WAYFX Mutual Fund

WAYFX Mutual Fund

NAV$20.99
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Returns Overview

1 Month
-0.49%
3 Months
+1.38%
6 Months
+12.27%
YTD
+3.17%
1 Year
+6.50%
3 Years (annualized)
+18.29%
5 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAYFX 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 Total Return
This Mutual Fund (YTD)
+3.17%
Peer Avg (YTD)
+9.98%
vs Peers
-6.81%

WAYFX Mutual Fund Performance

WAYFX performance across multiple time periods: 1-month -0.49%, YTD 3.17%, 1-year 6.50%, 3-year 18.29%, 5-year 11.07%.

WAYFX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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