WIISX Mutual Fund

WIISX Mutual Fund

NAV$15.09
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Returns Overview

1 Month
-4.86%
3 Months
-5.17%
6 Months
+2.69%
YTD
+5.39%
1 Year
+5.05%
3 Years (annualized)
+8.08%
5 Years (annualized)
-1.76%
10 Years (annualized)
+5.31%

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)
+5.39%
Peer Avg (YTD)
+10.05%
vs Peers
-4.67%

WIISX Mutual Fund Performance

WIISX performance across multiple time periods: 1-month -4.86%, YTD 5.39%, 1-year 5.05%, 3-year 8.08%, 5-year -1.76%, 10-year 5.31%.

WIISX returns trail the peer average of 10.05% 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.