WIIGX Mutual Fund

WIIGX Mutual Fund

NAV$16.52
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Returns Overview

1 Month
-1.78%
3 Months
+1.84%
6 Months
+7.44%
YTD
+6.16%
1 Year
+0.50%
3 Years (annualized)
+7.30%
5 Years (annualized)
-2.84%
10 Years (annualized)
+4.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIIGX 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 AC World ex-US Small Cap Index
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+15.31%
vs Peers
-9.15%

WIIGX Mutual Fund Performance

WIIGX performance across multiple time periods: 1-month -1.78%, YTD 6.16%, 1-year 0.50%, 3-year 7.30%, 5-year -2.84%, 10-year 4.12%.

WIIGX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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