WINAX Mutual Fund

NAV$12.50

Returns Overview

1 Month
-0.07%
3 Months
+12.12%
6 Months
+13.68%
YTD
+12.74%
1 Year
+26.18%
3 Years (annualized)
+19.24%
5 Years (annualized)
+7.91%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WINAX 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
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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 ACWI ex USA Net Index(^MSCIACWIUSANI)
This Mutual Fund (YTD)
+12.74%
Peer Avg (YTD)
+9.13%
vs Peers
+3.61%

WINAX Mutual Fund Performance

WINAX performance across multiple time periods: 1-month -0.07%, YTD 12.74%, 1-year 26.18%, 3-year 19.24%, 5-year 7.91%, 10-year 9.22%.

WINAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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