WIINX Mutual Fund

NAV$4.35

Returns Overview

1 Month
+10.65%
3 Months
+23.48%
6 Months
-0.23%
YTD
-0.93%
1 Year
-11.00%
3 Years (annualized)
+4.39%
5 Years (annualized)
+4.74%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIINX 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 India IMI Index(NG664231)
This Mutual Fund (YTD)
-0.93%
Peer Avg (YTD)
-6.65%
vs Peers
+5.72%

WIINX Mutual Fund Performance

WIINX performance across multiple time periods: 1-month 10.65%, YTD -0.93%, 1-year -11.00%, 3-year 4.39%, 5-year 4.74%, 10-year 11.82%.

WIINX returns outperform the peer average of -6.65% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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