WHOSX Mutual Fund

WHOSX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
+0.16%
3 Months
+0.67%
6 Months
-0.89%
YTD
-0.20%
1 Year
+0.20%
3 Years (annualized)
-4.04%
5 Years (annualized)
-8.72%
10 Years (annualized)
-3.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHOSX 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
PROUpgrade to run
🏦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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.20%
Peer Avg (YTD)
+3.23%
vs Peers
-3.43%

WHOSX Mutual Fund Performance

WHOSX performance across multiple time periods: 1-month 0.16%, YTD -0.20%, 1-year 0.20%, 3-year -4.04%, 5-year -8.72%, 10-year -3.08%.

WHOSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

WHOSX performance comparison shows side-by-side returns with another fund. WHOSX alternatives are available in the Mutual Fund Screener.