WIFMX Mutual Fund

WIFMX Mutual Fund

NAV$3.80
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Returns Overview

1 Month
-2.89%
3 Months
-2.63%
6 Months
-4.15%
YTD
+0.54%
1 Year
-2.37%
3 Years (annualized)
+6.97%
5 Years (annualized)
-2.70%
10 Years (annualized)
+3.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIFMX 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 Frontier Emerging Markets Index(.FEMAPEXN)
This Mutual Fund (YTD)
+0.54%
Peer Avg (YTD)
+10.05%
vs Peers
-9.51%

WIFMX Mutual Fund Performance

WIFMX performance across multiple time periods: 1-month -2.89%, YTD 0.54%, 1-year -2.37%, 3-year 6.97%, 5-year -2.70%, 10-year 3.62%.

WIFMX returns trail the peer average of 10.05% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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