WILIX Mutual Fund

WILIX Mutual Fund

NAV$24.93
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Returns Overview

1 Month
-3.30%
3 Months
+3.75%
6 Months
+5.60%
YTD
+12.73%
1 Year
+22.27%
3 Years (annualized)
+11.62%
5 Years (annualized)
+2.37%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WILIX 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 IMI
This Mutual Fund (YTD)
+12.73%
Peer Avg (YTD)
+6.23%
vs Peers
+6.50%

WILIX Mutual Fund Performance

WILIX performance across multiple time periods: 1-month -3.30%, YTD 12.73%, 1-year 22.27%, 3-year 11.62%, 5-year 2.37%, 10-year 8.61%.

WILIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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