WIEFX Mutual Fund

WIEFX Mutual Fund

NAV$18.22
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Returns Overview

1 Month
+3.49%
3 Months
+5.59%
6 Months
+8.42%
YTD
+10.30%
1 Year
+20.02%
3 Years (annualized)
+13.14%
5 Years (annualized)
+7.83%
10 Years (annualized)
+8.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIEFX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.30%
Peer Avg (YTD)
+9.42%
vs Peers
+0.88%

WIEFX Mutual Fund Performance

WIEFX performance across multiple time periods: 1-month 3.49%, YTD 10.30%, 1-year 20.02%, 3-year 13.14%, 5-year 7.83%, 10-year 8.12%.

WIEFX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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