WDSAX Mutual Fund

WDSAX Mutual Fund

NAV$17.96
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Returns Overview

1 Month
-4.38%
3 Months
-7.59%
6 Months
+14.67%
YTD
+17.30%
1 Year
+19.68%
3 Years (annualized)
+20.22%
5 Years (annualized)
+11.06%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WDSAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.30%
Peer Avg (YTD)
+10.34%
vs Peers
+6.96%

WDSAX Mutual Fund Performance

WDSAX performance across multiple time periods: 1-month -4.38%, YTD 17.30%, 1-year 19.68%, 3-year 20.22%, 5-year 11.06%, 10-year 11.07%.

WDSAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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