WIISX Mutual Fund

NAV$15.43

Returns Overview

1 Month
-3.82%
3 Months
+12.12%
6 Months
+10.38%
YTD
+10.77%
1 Year
+7.77%
3 Years (annualized)
+10.64%
5 Years (annualized)
-0.08%
10 Years (annualized)
+6.43%

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
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 ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+10.77%
Peer Avg (YTD)
+11.18%
vs Peers
-0.41%

WIISX Mutual Fund Performance

WIISX performance across multiple time periods: 1-month -3.82%, YTD 10.77%, 1-year 7.77%, 3-year 10.64%, 5-year -0.08%, 10-year 6.43%.

WIISX returns trail the peer average of 11.18% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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