WIISX Mutual Fund

WIISX Mutual Fund

NAV$14.05
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Returns Overview

1 Month
-6.23%
3 Months
-4.91%
6 Months
-9.82%
YTD
+0.21%
1 Year
+0.46%
3 Years (annualized)
+12.49%
5 Years (annualized)
-3.38%
10 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIISX 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 ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+10.55%
vs Peers
-10.33%

WIISX Mutual Fund Performance

WIISX performance across multiple time periods: 1-month -6.23%, YTD 0.21%, 1-year 0.46%, 3-year 12.49%, 5-year -3.38%, 10-year 5.00%.

WIISX returns trail the peer average of 10.55% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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