WIMVX Mutual Fund

NAV$13.67

Returns Overview

1 Month
+2.23%
3 Months
+19.16%
6 Months
+14.64%
YTD
+14.25%
1 Year
+17.18%
3 Years (annualized)
+16.85%
5 Years (annualized)
+10.53%
10 Years (annualized)
+10.55%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+14.25%
Peer Avg (YTD)
+9.49%
vs Peers
+4.76%

WIMVX Mutual Fund Performance

WIMVX performance across multiple time periods: 1-month 2.23%, YTD 14.25%, 1-year 17.18%, 3-year 16.85%, 5-year 10.53%, 10-year 10.55%.

WIMVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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