WOOQX Mutual Fund

NAV$17.80
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Returns Overview

1 Month
-1.93%
3 Months
-4.35%
6 Months
+1.02%
YTD
-2.09%
1 Year
-10.29%
3 Years (annualized)
+5.18%
5 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOOQX 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
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📉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

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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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
-2.09%
Peer Avg (YTD)
+9.15%
vs Peers
-11.24%

WOOQX Mutual Fund Performance

WOOQX performance across multiple time periods: 1-month -1.93%, YTD -2.09%, 1-year -10.29%, 3-year 5.18%, 5-year 5.07%.

WOOQX returns trail the peer average of 9.15% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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