WVAIX Mutual Fund

WVAIX Mutual Fund

NAV$46.25
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Returns Overview

1 Month
-1.45%
3 Months
+6.17%
6 Months
+13.63%
YTD
+0.61%
1 Year
+0.51%
3 Years (annualized)
+9.52%
5 Years (annualized)
+8.13%
10 Years (annualized)
+16.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WVAIX 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
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📉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
Bloomberg 1000 Index
This Mutual Fund (YTD)
+0.61%
Peer Avg (YTD)
+9.91%
vs Peers
-9.30%

WVAIX Mutual Fund Performance

WVAIX performance across multiple time periods: 1-month -1.45%, YTD 0.61%, 1-year 0.51%, 3-year 9.52%, 5-year 8.13%, 10-year 16.04%.

WVAIX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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