WIOPX Mutual Fund

WIOPX Mutual Fund

NAV$8.67
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Returns Overview

1 Month
-0.57%
3 Months
-0.37%
6 Months
-0.39%
YTD
-0.06%
1 Year
+2.94%
3 Years (annualized)
+4.97%
5 Years (annualized)
+1.00%
10 Years (annualized)
+2.42%

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)
-0.06%
Peer Avg (YTD)
+0.12%
vs Peers
-0.18%

WIOPX Mutual Fund Performance

WIOPX performance across multiple time periods: 1-month -0.57%, YTD -0.06%, 1-year 2.94%, 3-year 4.97%, 5-year 1.00%, 10-year 2.42%.

WIOPX returns trail the peer average of 0.12% 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.