WISNX Mutual Fund

WISNX Mutual Fund

NAV$15.07
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Returns Overview

1 Month
-3.90%
3 Months
+11.95%
6 Months
+10.25%
YTD
+10.57%
1 Year
+7.40%
3 Years (annualized)
+10.30%
5 Years (annualized)
+2.26%
10 Years (annualized)
+7.68%

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)
+10.57%
Peer Avg (YTD)
+11.18%
vs Peers
-0.61%

WISNX Mutual Fund Performance

WISNX performance across multiple time periods: 1-month -3.90%, YTD 10.57%, 1-year 7.40%, 3-year 10.30%, 5-year 2.26%, 10-year 7.68%.

WISNX returns trail the peer average of 11.18% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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