WIAEX Mutual Fund

WIAEX Mutual Fund

NAV$38.12
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Returns Overview

1 Month
+1.91%
3 Months
+7.12%
6 Months
+5.79%
YTD
+4.55%
1 Year
+0.84%
3 Years (annualized)
+4.89%
5 Years (annualized)
-5.17%
10 Years (annualized)
+9.26%

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
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 2000 Index(^RUT)
This Mutual Fund (YTD)
+4.55%
Peer Avg (YTD)
+15.20%
vs Peers
-10.65%

WIAEX Mutual Fund Performance

WIAEX performance across multiple time periods: 1-month 1.91%, YTD 4.55%, 1-year 0.84%, 3-year 4.89%, 5-year -5.17%, 10-year 9.26%.

WIAEX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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