WDIIX Mutual Fund

WDIIX Mutual Fund

NAV$16.89
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Returns Overview

1 Month
+2.59%
3 Months
+5.19%
6 Months
+12.04%
YTD
+16.58%
1 Year
+27.80%
3 Years (annualized)
+16.28%
5 Years (annualized)
+11.25%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WDIIX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+16.58%
Peer Avg (YTD)
+6.57%
vs Peers
+10.01%

WDIIX Mutual Fund Performance

WDIIX performance across multiple time periods: 1-month 2.59%, YTD 16.58%, 1-year 27.80%, 3-year 16.28%, 5-year 11.25%, 10-year 9.37%.

WDIIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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