WISEX Mutual Fund

NAV$10.77

Returns Overview

1 Month
+0.31%
3 Months
+1.39%
6 Months
+0.82%
YTD
+0.82%
1 Year
+3.35%
3 Years (annualized)
+4.30%
5 Years (annualized)
+2.44%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WISEX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-3 Year US Corporate & Government Index(^IBML3YUCG)
This Mutual Fund (YTD)
+0.82%
Peer Avg (YTD)
+3.23%
vs Peers
-2.40%

WISEX Mutual Fund Performance

WISEX performance across multiple time periods: 1-month 0.31%, YTD 0.82%, 1-year 3.35%, 3-year 4.30%, 5-year 2.44%, 10-year 2.44%.

WISEX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

WISEX performance comparison shows side-by-side returns with another fund. WISEX alternatives are available in the Mutual Fund Screener.