WVALX Mutual Fund

WVALX Mutual Fund

NAV$44.32
See how much of WVALX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.47%
3 Months
+6.11%
6 Months
+13.53%
YTD
+0.47%
1 Year
+0.32%
3 Years (annualized)
+6.15%
5 Years (annualized)
+3.00%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WVALX 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
Bloomberg 1000 Index
This Mutual Fund (YTD)
+0.47%
Peer Avg (YTD)
+9.98%
vs Peers
-9.51%

WVALX Mutual Fund Performance

WVALX performance across multiple time periods: 1-month -1.47%, YTD 0.47%, 1-year 0.32%, 3-year 6.15%, 5-year 3.00%, 10-year 9.82%.

WVALX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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