WILNX Mutual Fund

WILNX Mutual Fund

NAV$25.20
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Returns Overview

1 Month
-3.29%
3 Months
+3.70%
6 Months
+5.47%
YTD
+12.55%
1 Year
+21.96%
3 Years (annualized)
+11.34%
5 Years (annualized)
+2.11%
10 Years (annualized)
+8.33%

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)
+12.55%
Peer Avg (YTD)
+6.23%
vs Peers
+6.32%

WILNX Mutual Fund Performance

WILNX performance across multiple time periods: 1-month -3.29%, YTD 12.55%, 1-year 21.96%, 3-year 11.34%, 5-year 2.11%, 10-year 8.33%.

WILNX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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