WIPIX Mutual Fund

WIPIX Mutual Fund

NAV$11.02
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Returns Overview

1 Month
-1.36%
3 Months
-0.70%
6 Months
-0.93%
YTD
-0.41%
1 Year
+2.95%
3 Years (annualized)
+4.29%
5 Years (annualized)
+0.03%
10 Years (annualized)
+2.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIPIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.41%
Peer Avg (YTD)
+1.04%
vs Peers
-1.46%

WIPIX Mutual Fund Performance

WIPIX performance across multiple time periods: 1-month -1.36%, YTD -0.41%, 1-year 2.95%, 3-year 4.29%, 5-year 0.03%, 10-year 2.46%.

WIPIX returns trail the peer average of 1.04% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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