WILJX Mutual Fund

WILJX Mutual Fund

NAV$25.46
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Returns Overview

1 Month
-3.26%
3 Months
+3.79%
6 Months
+5.64%
YTD
+12.77%
1 Year
+22.36%
3 Years (annualized)
+11.68%
5 Years (annualized)
+2.42%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WILJX 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)
+12.77%
Peer Avg (YTD)
+6.23%
vs Peers
+6.54%

WILJX Mutual Fund Performance

WILJX performance across multiple time periods: 1-month -3.26%, YTD 12.77%, 1-year 22.36%, 3-year 11.68%, 5-year 2.42%, 10-year 8.67%.

WILJX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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