WIORX Mutual Fund

WIORX Mutual Fund

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Returns Overview

1 Month
-0.67%
3 Months
-0.46%
6 Months
-0.58%
YTD
-0.25%
1 Year
+2.54%
3 Years (annualized)
+4.67%
5 Years (annualized)
+0.74%
10 Years (annualized)
+2.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIORX 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
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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)
-0.25%
Peer Avg (YTD)
+0.12%
vs Peers
-0.37%

WIORX Mutual Fund Performance

WIORX performance across multiple time periods: 1-month -0.67%, YTD -0.25%, 1-year 2.54%, 3-year 4.67%, 5-year 0.74%, 10-year 2.02%.

WIORX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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