WICIX Mutual Fund

NAV$13.68
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Returns Overview

1 Month
-2.04%
3 Months
+7.28%
6 Months
+2.69%
YTD
+2.61%
1 Year
+3.38%
3 Years (annualized)
+8.34%
5 Years (annualized)
+0.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WICIX 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
Msci World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+2.61%
Peer Avg (YTD)
+9.16%
vs Peers
-6.55%

WICIX Mutual Fund Performance

WICIX performance across multiple time periods: 1-month -2.04%, YTD 2.61%, 1-year 3.38%, 3-year 8.34%, 5-year 0.44%.

WICIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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