WWLAX Mutual Fund

WWLAX Mutual Fund

NAV$13.09
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Returns Overview

1 Month
-2.38%
3 Months
+1.35%
6 Months
+7.80%
YTD
+7.61%
1 Year
+8.26%
3 Years (annualized)
+11.31%
5 Years (annualized)
+7.30%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWLAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.61%
Peer Avg (YTD)
+10.00%
vs Peers
-2.38%

WWLAX Mutual Fund Performance

WWLAX performance across multiple time periods: 1-month -2.38%, YTD 7.61%, 1-year 8.26%, 3-year 11.31%, 5-year 7.30%, 10-year 9.74%.

WWLAX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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