WIIGX Mutual Fund

WIIGX Mutual Fund

NAV$15.87
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Returns Overview

1 Month
-1.75%
3 Months
-1.87%
6 Months
-0.06%
YTD
+4.17%
1 Year
+2.87%
3 Years (annualized)
+13.09%
5 Years (annualized)
-4.36%
10 Years (annualized)
+4.22%

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)
+4.17%
Peer Avg (YTD)
+12.21%
vs Peers
-8.04%

WIIGX Mutual Fund Performance

WIIGX performance across multiple time periods: 1-month -1.75%, YTD 4.17%, 1-year 2.87%, 3-year 13.09%, 5-year -4.36%, 10-year 4.22%.

WIIGX returns trail the peer average of 12.21% 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.