WRAAX Mutual Fund

WRAAX Mutual Fund

NAV$14.71
See how much of WRAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.36%
3 Months
+0.28%
6 Months
+4.53%
YTD
+3.34%
1 Year
+4.95%
3 Years (annualized)
+8.24%
5 Years (annualized)
+5.10%
10 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WRAAX 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
HFRX Equity Hedge Index(HFRXEH)
This Mutual Fund (YTD)
+3.34%
Peer Avg (YTD)
+5.40%
vs Peers
-2.06%

WRAAX Mutual Fund Performance

WRAAX performance across multiple time periods: 1-month -1.36%, YTD 3.34%, 1-year 4.95%, 3-year 8.24%, 5-year 5.10%, 10-year 5.21%.

WRAAX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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