WDIAX Mutual Fund

WDIAX Mutual Fund

NAV$16.72
See how much of WDIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.01%
3 Months
-0.53%
6 Months
+8.56%
YTD
+11.91%
1 Year
+15.02%
3 Years (annualized)
+17.53%
5 Years (annualized)
+10.99%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WDIAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.91%
Peer Avg (YTD)
+6.10%
vs Peers
+5.81%

WDIAX Mutual Fund Performance

WDIAX performance across multiple time periods: 1-month -4.01%, YTD 11.91%, 1-year 15.02%, 3-year 17.53%, 5-year 10.99%, 10-year 9.23%.

WDIAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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