# WATFX (WATFX)

> Source: Nexqual · https://nexqual.com/WATFX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, WATFX (WATFX), nexqual.com/WATFX" · informational, not investment advice.

**Price:** USD 10.19 (-0.20% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 10.19 · day 10.19–10.19 · 52w 10.02–10.86 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -1.7% vs S&P 500 +13.4%; 5Y -6.1% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -1.7% | -6.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -1.7% | -1.3% |
| Volatility (annualized) | 4.3% | 6.9% |
| Max drawdown | -5.3% (Feb 2026→Sep 2026) | -22.1% (Nov 2021→Oct 2022) |

## Peers
GSTIX (Goldman Sachs Strategic Growth ) USD 12.36 +0.00% · SSHFX (Sound Shore Fund - Investor Cla) USD 42.37 +0.00% · VBAIX (Vanguard Balanced Index Fd Inst) USD 54.05 +0.00% · NMPAX (Columbia Mid Cap Index Fund Cla) USD 15 +0.00% · LLPFX (Longleaf Partners Fund) USD 23.05 +0.00%

## More
Full page: https://nexqual.com/WATFX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt