WISNX Mutual Fund

WISNX Mutual Fund

NAV$15.04
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Returns Overview

1 Month
-4.85%
3 Months
-5.16%
6 Months
+2.54%
YTD
+5.21%
1 Year
+4.77%
3 Years (annualized)
+7.77%
5 Years (annualized)
-2.06%
10 Years (annualized)
+4.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WISNX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+5.21%
Peer Avg (YTD)
+10.05%
vs Peers
-4.84%

WISNX Mutual Fund Performance

WISNX performance across multiple time periods: 1-month -4.85%, YTD 5.21%, 1-year 4.77%, 3-year 7.77%, 5-year -2.06%, 10-year 4.95%.

WISNX returns trail the peer average of 10.05% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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