WWSAX Mutual Fund

WWSAX Mutual Fund

NAV$27.66
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Returns Overview

1 Month
-3.74%
3 Months
-11.85%
6 Months
+10.43%
YTD
+20.11%
1 Year
+30.94%
3 Years (annualized)
+21.00%
5 Years (annualized)
+10.74%
10 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWSAX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.11%
Peer Avg (YTD)
+10.34%
vs Peers
+9.77%

WWSAX Mutual Fund Performance

WWSAX performance across multiple time periods: 1-month -3.74%, YTD 20.11%, 1-year 30.94%, 3-year 21.00%, 5-year 10.74%, 10-year 12.39%.

WWSAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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