WILIX Mutual Fund

NAV$25.48

Returns Overview

1 Month
+0.27%
3 Months
+16.80%
6 Months
+16.58%
YTD
+15.28%
1 Year
+23.86%
3 Years (annualized)
+13.11%
5 Years (annualized)
+3.69%
10 Years (annualized)
+9.51%

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
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 IMI
This Mutual Fund (YTD)
+15.28%
Peer Avg (YTD)
+8.97%
vs Peers
+6.31%

WILIX Mutual Fund Performance

WILIX performance across multiple time periods: 1-month 0.27%, YTD 15.28%, 1-year 23.86%, 3-year 13.11%, 5-year 3.69%, 10-year 9.51%.

WILIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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