WINIX Mutual Fund

WINIX Mutual Fund

NAV$12.79
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Returns Overview

1 Month
+0.16%
3 Months
+4.49%
6 Months
+7.26%
YTD
+14.08%
1 Year
+28.14%
3 Years (annualized)
+17.56%
5 Years (annualized)
+7.61%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WINIX 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)
+14.08%
Peer Avg (YTD)
+9.42%
vs Peers
+4.66%

WINIX Mutual Fund Performance

WINIX performance across multiple time periods: 1-month 0.16%, YTD 14.08%, 1-year 28.14%, 3-year 17.56%, 5-year 7.61%, 10-year 8.73%.

WINIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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