WIFMX Mutual Fund

NAV$3.82

Returns Overview

1 Month
+1.60%
3 Months
+7.02%
6 Months
+3.53%
YTD
+2.70%
1 Year
-3.30%
3 Years (annualized)
+9.35%
5 Years (annualized)
-2.17%
10 Years (annualized)
+4.00%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 Frontier Emerging Markets Index(.FEMAPEXN)
This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
+11.18%
vs Peers
-8.48%

WIFMX Mutual Fund Performance

WIFMX performance across multiple time periods: 1-month 1.60%, YTD 2.70%, 1-year -3.30%, 3-year 9.35%, 5-year -2.17%, 10-year 4.00%.

WIFMX returns trail the peer average of 11.18% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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