WLIVX Mutual Fund

WLIVX Mutual Fund

NAV$22.00
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Returns Overview

1 Month
-3.77%
3 Months
-3.56%
6 Months
+0.73%
YTD
+8.18%
1 Year
+9.85%
3 Years (annualized)
+26.96%
5 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLIVX 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 US Index
This Mutual Fund (YTD)
+8.18%
Peer Avg (YTD)
+8.05%
vs Peers
+0.13%

WLIVX Mutual Fund Performance

WLIVX performance across multiple time periods: 1-month -3.77%, YTD 8.18%, 1-year 9.85%, 3-year 26.96%, 5-year 8.39%.

WLIVX returns outperform the peer average of 8.05% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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