WILNX Mutual Fund

WILNX Mutual Fund

NAV$25.25
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Returns Overview

1 Month
+0.24%
3 Months
+16.70%
6 Months
+16.39%
YTD
+15.07%
1 Year
+23.51%
3 Years (annualized)
+12.83%
5 Years (annualized)
+3.38%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WILNX 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)
+15.07%
Peer Avg (YTD)
+8.97%
vs Peers
+6.10%

WILNX Mutual Fund Performance

WILNX performance across multiple time periods: 1-month 0.24%, YTD 15.07%, 1-year 23.51%, 3-year 12.83%, 5-year 3.38%, 10-year 9.21%.

WILNX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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