WINIX Mutual Fund

WINIX Mutual Fund

NAV$12.17
See how much of WINIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.27%
3 Months
-2.99%
6 Months
+1.36%
YTD
+9.67%
1 Year
+14.80%
3 Years (annualized)
+21.51%
5 Years (annualized)
+7.28%
10 Years (annualized)
+8.53%

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
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 ACWI ex USA Net Index(^MSCIACWIUSANI)
This Mutual Fund (YTD)
+9.67%
Peer Avg (YTD)
+8.05%
vs Peers
+1.62%

WINIX Mutual Fund Performance

WINIX performance across multiple time periods: 1-month -2.27%, YTD 9.67%, 1-year 14.80%, 3-year 21.51%, 5-year 7.28%, 10-year 8.53%.

WINIX returns outperform the peer average of 8.05% 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.