WIOPX Mutual Fund

WIOPX Mutual Fund

NAV$8.48
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Returns Overview

1 Month
+0.34%
3 Months
-0.26%
6 Months
-1.26%
YTD
+0.29%
1 Year
+1.81%
3 Years (annualized)
+5.29%
5 Years (annualized)
+1.01%
10 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIOPX 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
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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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+2.15%
vs Peers
-1.87%

WIOPX Mutual Fund Performance

WIOPX performance across multiple time periods: 1-month 0.34%, YTD 0.29%, 1-year 1.81%, 3-year 5.29%, 5-year 1.01%, 10-year 2.27%.

WIOPX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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