WAM Research Limited

WAM Research Limitedverified

WAX.AX

Price:

$1.215

Market Cap:

$251.62M

WAM Research Limited is a closed-ended equity mutual fund launched and managed by MAM Pty Limited. The fund invests in public equity markets of Australia. It makes its investments in companies primarily engaged in the industrial sector. The fund invests in value and growth stocks of small to medium-cap companies. It benchmarks the performance of its portfolio against the S&P/ASX All Ordinaries Accumulation Index. The fund conducts in-house research to make its investments. It was formerly known as Wilson Investment Fund Limited. WAM Research Limited was formed on May 10, 2002 and is domiciled in Australia.

Industry

Asset Management

IPO Date

2003-08-19

Stock Exchange

ASX

Ticker

WAX.AX

The ROE as of December 2025 (TTM) for WAM Research Limited (WAX.AX) is 12.42%

According to WAM Research Limited’s latest financial reports and current stock price. The company's current ROE is 12.42%. This represents a change of -58.03% compared to the average of 29.59% of the last 4 quarters.

WAM Research Limited (WAX.AX) Historical ROE (quarterly & annually)

How has WAX.AX ROE performed in the past?

The mean historical ROE of WAM Research Limited over the last ten years is 7.34%. The current 12.42% ROE has changed 69.16% with respect to the historical average. Over the past ten years (40 quarters), WAX.AX's ROE was at its highest in in the June 2023 quarter at 100.38%. The ROE was at its lowest in in the June 2022 quarter at -16.62%.

Quarterly (TTM)
Annual

Average

7.34%

Median

8.83%

Minimum

-10.41%

Maximum

22.19%

WAM Research Limited (WAX.AX) ROE by Quarter and Year

Discovering the peaks and valleys of WAM Research Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 78.72%

Maximum Annual ROE = 22.19%

Minimum Annual Increase = -662.98%

Minimum Annual ROE = -10.41%

Quarterly (TTM)
Annual
YearROEChange
202512.59%-16.75%
202415.13%78.72%
20238.46%-181.30%
2022-10.41%-146.91%
202122.19%-662.98%
2020-3.94%-642.85%
20190.73%-92.10%
20189.19%32.42%
20176.94%-44.60%
201612.53%19.84%

WAM Research Limited (WAX.AX) Average ROE

How has WAX.AX ROE performed in the past?

The current ROE of WAM Research Limited (WAX.AX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

12.06%

5-year avg

9.59%

10-year avg

7.34%

WAM Research Limited (WAX.AX) ROE vs. Peers

How is WAX.AX’s ROE compared to its peers?

WAM Research Limited’s ROE is less than Pengana International Equities Limited (9.57%), less than CVC Limited (0.31%), less than Cadence Capital Limited (2.16%), less than Pacific Current Group Limited (9.97%), less than WAM Strategic Value Limited (4.98%), less than Spheria Emerging Companies Limited (9.62%), less than Wam Alternative Assets Limited (2.73%), less than WAM Active Limited (10.43%), less than WAM Microcap Limited (11.01%), less than Euroz Hartleys Group Limited (8.89%),

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