WIMVX Mutual Fund

WIMVX Mutual Fund

NAV$13.15
See how much of WIMVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.08%
3 Months
+6.49%
6 Months
+11.86%
YTD
+14.16%
1 Year
+17.97%
3 Years (annualized)
+15.20%
5 Years (annualized)
+9.24%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIMVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+14.16%
Peer Avg (YTD)
+11.41%
vs Peers
+2.75%

WIMVX Mutual Fund Performance

WIMVX performance across multiple time periods: 1-month -0.08%, YTD 14.16%, 1-year 17.97%, 3-year 15.20%, 5-year 9.24%, 10-year 9.87%.

WIMVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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