WIAEX Mutual Fund

NAV$41.23
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Returns Overview

1 Month
+6.66%
3 Months
+12.73%
6 Months
+4.40%
YTD
+4.10%
1 Year
-1.56%
3 Years (annualized)
+5.43%
5 Years (annualized)
-4.77%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIAEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+4.10%
Peer Avg (YTD)
+18.52%
vs Peers
-14.42%

WIAEX Mutual Fund Performance

WIAEX performance across multiple time periods: 1-month 6.66%, YTD 4.10%, 1-year -1.56%, 3-year 5.43%, 5-year -4.77%, 10-year 10.75%.

WIAEX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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