WILJX Mutual Fund

WILJX Mutual Fund

NAV$23.44
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Returns Overview

1 Month
-2.08%
3 Months
-3.18%
6 Months
+13.06%
YTD
+11.59%
1 Year
+17.14%
3 Years (annualized)
+14.54%
5 Years (annualized)
+2.05%
10 Years (annualized)
+8.77%

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)
+11.59%
Peer Avg (YTD)
+8.68%
vs Peers
+2.91%

WILJX Mutual Fund Performance

WILJX performance across multiple time periods: 1-month -2.08%, YTD 11.59%, 1-year 17.14%, 3-year 14.54%, 5-year 2.05%, 10-year 8.77%.

WILJX returns outperform the peer average of 8.68% 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.