WISIX Mutual Fund

NAV$15.32

Returns Overview

1 Month
-3.78%
3 Months
+12.13%
6 Months
+10.46%
YTD
+10.77%
1 Year
+7.69%
3 Years (annualized)
+10.60%
5 Years (annualized)
-0.19%
10 Years (annualized)
+6.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WISIX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+10.77%
Peer Avg (YTD)
+11.18%
vs Peers
-0.41%

WISIX Mutual Fund Performance

WISIX performance across multiple time periods: 1-month -3.78%, YTD 10.77%, 1-year 7.69%, 3-year 10.60%, 5-year -0.19%, 10-year 6.32%.

WISIX returns trail the peer average of 11.18% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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