Waycross Mutual Funds List
Here you can find all mutual funds issued by Waycross and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.58%
- Avg. 1 Year Return
- 15.74%
- Avg. 5 Year Return
- 10.69%
- Median Risk/Return Score
- 25 / 100
Waycross Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Waycross Long/Short Equity Fund | Long-Short | Apr 28, 2015 | 2.27% | 0.50% | 10.04% | 5.27% | 26 | ||||||||
| Waycross Focused Core Equity Fund | Large Cap Blend Equities | Dec 14, 2020 | 0.89% | 2.87% | — | 1.03% | 24 |
Explore top Waycross Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Waycross Mutual funds by Risk/Return Score
The top Waycross Mutual funds by PortfoliosLab Risk/Return Score are WAYEX (26) and WAYFX (24).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Waycross Long/Short Equity Fund | 26 | — | Apr 2015 | |
| Waycross Focused Core Equity Fund | 24 | — | Dec 2020 |
Best-Performing Waycross Mutual funds Over 5 Years
The top Waycross Mutual funds is WAYFX (12.52%).
Across the lineup, Waycross Mutual funds show an average 1-year return of 15.74% and an average 5-year return of 10.69%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Waycross Focused Core Equity Fund | 12.52% | — | Dec 2020 | |
| Waycross Long/Short Equity Fund | 8.86% | — | Apr 2015 |
Lowest-Cost Waycross Mutual funds
The top Waycross Mutual funds is WAYFX (0.89%).
With an average expense ratio of 1.58%, Waycross Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Waycross Focused Core Equity Fund | 0.89% | — | Dec 2020 | |
| Waycross Long/Short Equity Fund | 2.27% | — | Apr 2015 |
Highest-Yield Waycross Mutual funds
The top Waycross Mutual funds is WAYEX (5.27%).
Across the lineup, Waycross Mutual funds show an average dividend yield of 3.15%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Waycross Long/Short Equity Fund | 5.27% | — | Apr 2015 | |
| Waycross Focused Core Equity Fund | 1.03% | — | Dec 2020 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.