WUSAX Mutual Fund

WUSAX Mutual Fund

NAV$16.24
See how much of WUSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.86%
3 Months
-13.82%
6 Months
+9.94%
YTD
+3.39%
1 Year
+6.09%
3 Years (annualized)
+9.60%
5 Years (annualized)
-8.59%
10 Years (annualized)
+3.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WUSAX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+3.39%
Peer Avg (YTD)
+10.34%
vs Peers
-6.95%

WUSAX Mutual Fund Performance

WUSAX performance across multiple time periods: 1-month -1.86%, YTD 3.39%, 1-year 6.09%, 3-year 9.60%, 5-year -8.59%, 10-year 3.93%.

WUSAX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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