WIESX Mutual Fund

WIESX Mutual Fund

NAV$20.88
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Returns Overview

1 Month
+3.63%
3 Months
+18.48%
6 Months
+10.85%
YTD
+9.63%
1 Year
+11.92%
3 Years (annualized)
+9.66%
5 Years (annualized)
-0.51%
10 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIESX 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 Emerging Markets Mid Cap Index
This Mutual Fund (YTD)
+9.63%
Peer Avg (YTD)
+21.71%
vs Peers
-12.08%

WIESX Mutual Fund Performance

WIESX performance across multiple time periods: 1-month 3.63%, YTD 9.63%, 1-year 11.92%, 3-year 9.66%, 5-year -0.51%, 10-year 8.80%.

WIESX returns trail the peer average of 21.71% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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