WOOSX Mutual Fund

WOOSX Mutual Fund

NAV$18.57
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Returns Overview

1 Month
-2.81%
3 Months
+2.86%
6 Months
+4.74%
YTD
+8.39%
1 Year
+7.03%
3 Years (annualized)
+6.30%
5 Years (annualized)
+2.98%
10 Years (annualized)
+7.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOOSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+9.54%
vs Peers
-1.15%

WOOSX Mutual Fund Performance

WOOSX performance across multiple time periods: 1-month -2.81%, YTD 8.39%, 1-year 7.03%, 3-year 6.30%, 5-year 2.98%, 10-year 7.13%.

WOOSX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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