WIIOX Mutual Fund

NAV$2.01

Returns Overview

1 Month
-1.49%
3 Months
+16.37%
6 Months
+7.57%
YTD
+6.42%
1 Year
-6.56%
3 Years (annualized)
+4.80%
5 Years (annualized)
-6.60%
10 Years (annualized)
+4.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIIOX 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
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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 AC World ex-US Small Cap Index
This Mutual Fund (YTD)
+6.42%
Peer Avg (YTD)
+18.52%
vs Peers
-12.11%

WIIOX Mutual Fund Performance

WIIOX performance across multiple time periods: 1-month -1.49%, YTD 6.42%, 1-year -6.56%, 3-year 4.80%, 5-year -6.60%, 10-year 4.16%.

WIIOX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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