WIINX Mutual Fund

WIINX Mutual Fund

NAV$4.43
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Returns Overview

1 Month
+1.64%
3 Months
+11.60%
6 Months
+11.31%
YTD
+0.70%
1 Year
-2.05%
3 Years (annualized)
+5.43%
5 Years (annualized)
+2.99%
10 Years (annualized)
+9.45%

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
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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 India IMI Index(NG664231)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
-5.68%
vs Peers
+6.38%

WIINX Mutual Fund Performance

WIINX performance across multiple time periods: 1-month 1.64%, YTD 0.70%, 1-year -2.05%, 3-year 5.43%, 5-year 2.99%, 10-year 9.45%.

WIINX returns outperform the peer average of -5.68% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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