WITIX Mutual Fund

WITIX Mutual Fund

NAV$10.40
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Returns Overview

1 Month
-0.09%
3 Months
-0.99%
6 Months
-1.60%
YTD
+0.29%
1 Year
+3.27%
3 Years (annualized)
+3.41%
5 Years (annualized)
+0.99%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WITIX 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 Municipal Bond 1-15 Year Blend Index
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+0.15%
vs Peers
+0.14%

WITIX Mutual Fund Performance

WITIX performance across multiple time periods: 1-month -0.09%, YTD 0.29%, 1-year 3.27%, 3-year 3.41%, 5-year 0.99%, 10-year 1.83%.

WITIX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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