WIPIX Mutual Fund

WIPIX Mutual Fund

NAV$10.87
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Returns Overview

1 Month
+2.31%
3 Months
-0.33%
6 Months
-1.03%
YTD
-0.74%
1 Year
-0.49%
3 Years (annualized)
+5.91%
5 Years (annualized)
+0.12%
10 Years (annualized)
+2.47%

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
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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.74%
Peer Avg (YTD)
-1.17%
vs Peers
+0.43%

WIPIX Mutual Fund Performance

WIPIX performance across multiple time periods: 1-month 2.31%, YTD -0.74%, 1-year -0.49%, 3-year 5.91%, 5-year 0.12%, 10-year 2.47%.

WIPIX returns outperform the peer average of -1.17% 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.