WIESX Mutual Fund

WIESX Mutual Fund

NAV$21.28
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Returns Overview

1 Month
-3.21%
3 Months
+1.15%
6 Months
+7.00%
YTD
+7.29%
1 Year
+15.39%
3 Years (annualized)
+8.41%
5 Years (annualized)
-0.92%
10 Years (annualized)
+8.07%

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)
+7.29%
Peer Avg (YTD)
+15.92%
vs Peers
-8.63%

WIESX Mutual Fund Performance

WIESX performance across multiple time periods: 1-month -3.21%, YTD 7.29%, 1-year 15.39%, 3-year 8.41%, 5-year -0.92%, 10-year 8.07%.

WIESX returns trail the peer average of 15.92% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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