WINAX Mutual Fund

WINAX Mutual Fund

NAV$12.56
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Returns Overview

1 Month
+0.16%
3 Months
+4.41%
6 Months
+7.04%
YTD
+12.92%
1 Year
+27.84%
3 Years (annualized)
+18.05%
5 Years (annualized)
+7.78%
10 Years (annualized)
+8.74%

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
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📉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 Net Index(^MSCIACWIUSANI)
This Mutual Fund (YTD)
+12.92%
Peer Avg (YTD)
+9.42%
vs Peers
+3.50%

WINAX Mutual Fund Performance

WINAX performance across multiple time periods: 1-month 0.16%, YTD 12.92%, 1-year 27.84%, 3-year 18.05%, 5-year 7.78%, 10-year 8.74%.

WINAX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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