WHOSX Mutual Fund

WHOSX Mutual Fund

NAV$9.91
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Returns Overview

1 Month
+0.41%
3 Months
+0.68%
6 Months
+1.15%
YTD
+0.68%
1 Year
-3.00%
3 Years (annualized)
+3.01%
5 Years (annualized)
-9.22%
10 Years (annualized)
-2.46%

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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.68%
Peer Avg (YTD)
+1.93%
vs Peers
-1.25%

WHOSX Mutual Fund Performance

WHOSX performance across multiple time periods: 1-month 0.41%, YTD 0.68%, 1-year -3.00%, 3-year 3.01%, 5-year -9.22%, 10-year -2.46%.

WHOSX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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